AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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
1701
$6K ﹤0.01%
600
1702
$6K ﹤0.01%
100
1703
$6K ﹤0.01%
64
1704
$6K ﹤0.01%
108
1705
$6K ﹤0.01%
98
1706
$6K ﹤0.01%
200
-300
1707
$6K ﹤0.01%
+10,669
1708
$6K ﹤0.01%
286
1709
$6K ﹤0.01%
250
1710
$6K ﹤0.01%
7,197
1711
$6K ﹤0.01%
+215
1712
$6K ﹤0.01%
+10,486
1713
$6K ﹤0.01%
+9,266
1714
$6K ﹤0.01%
+600
1715
$6K ﹤0.01%
+600
1716
$6K ﹤0.01%
+659
1717
$6K ﹤0.01%
6,027
1718
$6K ﹤0.01%
8,944
+1,500
1719
$6K ﹤0.01%
600
1720
$6K ﹤0.01%
600
1721
$6K ﹤0.01%
+606
1722
$6K ﹤0.01%
10,168
1723
$6K ﹤0.01%
10,542
+100
1724
$6K ﹤0.01%
9,423
+400
1725
$6K ﹤0.01%
11,439
+1,000