AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
2,444
New
Increased
Reduced
Closed

Top Buys

1
+$99.4M
2
+$16.7M
3
+$14.4M
4
DTM icon
DT Midstream
DTM
+$11.7M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$9.66M

Top Sells

1
+$15.6M
2
+$15.4M
3
+$15M
4
APD icon
Air Products & Chemicals
APD
+$14.7M
5
DTE icon
DTE Energy
DTE
+$11.6M

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%
1,000
2027
– –
-85
2028
$0 ﹤0.01%
+2
2029
– –
-1
2030
– –
0
2031
– –
-34,373
2032
– –
-20,789
2033
– –
-5,000
2034
– –
-5,000
2035
– –
-3,000
2036
$0 ﹤0.01%
18
2037
– –
-3,000
2038
– –
-10,100
2039
– –
-30,954
2040
$0 ﹤0.01%
+468
2041
$0 ﹤0.01%
566
2042
$0 ﹤0.01%
750
2043
$0 ﹤0.01%
8
2044
$0 ﹤0.01%
+32
2045
– –
-28,663
2046
– –
-400
2047
– –
-932
2048
– –
-9,700
2049
– –
-77
2050
– –
-33,896
80 81
82
83 84