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
2101
$0 ﹤0.01%
400
2102
$0 ﹤0.01%
279
2103
$0 ﹤0.01%
28
2104
– –
-75
2105
$0 ﹤0.01%
15
2106
$0 ﹤0.01%
+3
2107
$0 ﹤0.01%
4
+1
2108
– –
-41
2109
– –
-18,570
2110
$0 ﹤0.01%
8
2111
– –
-40
2112
$0 ﹤0.01%
287
2113
– –
-28,300
2114
– –
-820
2115
– –
-2,159
2116
– –
-13,724
2117
– –
-22
2118
– –
-1,142
2119
$0 ﹤0.01%
8
2120
– –
-200
2121
– –
-594
2122
– –
-4
2123
– –
-1,551
2124
– –
-32
2125
– –
-40
83 84
85
86 87