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
2151
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-29,740
2152
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-40
2153
$0 ﹤0.01%
39
2154
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-6,881
2155
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-450
2156
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-1,400
2157
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-20
2158
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-10
2159
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0
2160
– –
-15,864
2161
– –
-184
2162
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-590
2163
– –
-61,090
2164
– –
-13,659
2165
– –
-58
2166
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-150
2167
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-80
2168
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-1,231
2169
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-375
2170
– –
-32
2171
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-3,500
2172
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-78
2173
– –
-32
2174
– –
0
2175
– –
-873
85 86
87
88 89