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
2026
$1K ﹤0.01%
2,550
2027
$0 ﹤0.01%
11
2028
$0 ﹤0.01%
36
2029
$0 ﹤0.01%
+32
2030
$0 ﹤0.01%
3
2031
$0 ﹤0.01%
18
2032
– –
-3,000
2033
– –
-10,100
2034
– –
-10,000
2035
– –
-5,340
2036
– –
-3,100
2037
$0 ﹤0.01%
500
2038
$0 ﹤0.01%
250
2039
– –
-33,896
2040
– –
-132,203
2041
– –
-3,800
2042
– –
-900
2043
– –
-1,000
2044
– –
-19,310
2045
– –
-1,900
2046
– –
-34,800
2047
– –
-63,000
2048
– –
-8,000
2049
– –
-1,000
2050
– –
-175
80 81
82
83 84