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
1726
$6K ﹤0.01%
108
1727
$6K ﹤0.01%
150
1728
$6K ﹤0.01%
75
1729
$6K ﹤0.01%
148
1730
$6K ﹤0.01%
61
1731
$6K ﹤0.01%
+600
1732
$6K ﹤0.01%
+600
1733
$6K ﹤0.01%
+659
1734
$6K ﹤0.01%
6,027
1735
$6K ﹤0.01%
8,944
+1,500
1736
$6K ﹤0.01%
160
1737
$6K ﹤0.01%
53
1738
$5K ﹤0.01%
8,700
+1,100
1739
$5K ﹤0.01%
+11,000
1740
$5K ﹤0.01%
7,542
+1,000
1741
$5K ﹤0.01%
250
1742
$5K ﹤0.01%
3,450
1743
$5K ﹤0.01%
2
1744
$5K ﹤0.01%
64
1745
$5K ﹤0.01%
25
1746
$5K ﹤0.01%
55
1747
$5K ﹤0.01%
95
1748
$5K ﹤0.01%
+420
1749
$5K ﹤0.01%
+13
1750
$5K ﹤0.01%
28