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
2101
– –
-200
2102
– –
-594
2103
– –
-32
2104
– –
-40
2105
– –
-22,400
2106
– –
-47
2107
– –
-288
2108
– –
-7,850
2109
– –
0
2110
– –
-3,000
2111
– –
-150
2112
– –
-3
2113
– –
-385
2114
– –
-29,740
2115
– –
-40
2116
$0 ﹤0.01%
39
2117
– –
-6,881
2118
– –
-450
2119
– –
-1,400
2120
– –
-20
2121
– –
-10
2122
– –
0
2123
– –
-15,864
2124
– –
-100
2125
– –
-28,450
83 84
85
86 87