AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.84B
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,445
New
Increased
Reduced
Closed

Top Buys

1 +$104M
2 +$15.4M
3 +$15M
4
DTM icon
DT Midstream
DTM
+$11M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$9.66M

Top Sells

1 +$16.7M
2 +$15.9M
3 +$15.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$15.4M
5
DTE icon
DTE Energy
DTE
+$12.2M

Sector Composition

1 Financials 12.89%
2 Industrials 11.94%
3 Consumer Discretionary 11.83%
4 Technology 11.74%
5 Healthcare 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1676
$7K ﹤0.01%
175
1677
$7K ﹤0.01%
300
1678
$7K ﹤0.01%
642
1679
$7K ﹤0.01%
+200
1680
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40
-100
1681
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+48
1682
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200
1683
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400
1684
$7K ﹤0.01%
9,419
1685
$7K ﹤0.01%
+10,639
1686
$7K ﹤0.01%
9,038
1687
$7K ﹤0.01%
12,032
+5,700
1688
$7K ﹤0.01%
11,832
+1,000
1689
$7K ﹤0.01%
+700
1690
$7K ﹤0.01%
+700
1691
$7K ﹤0.01%
7,050
1692
$7K ﹤0.01%
9,532
1693
$7K ﹤0.01%
+1,500
1694
$7K ﹤0.01%
284
1695
$7K ﹤0.01%
319
1696
$7K ﹤0.01%
118
-147
1697
$7K ﹤0.01%
7,400
1698
$7K ﹤0.01%
800
1699
$7K ﹤0.01%
12,900
+100
1700
$6K ﹤0.01%
600