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
2176
– –
-41
2177
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-109
2178
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0
2179
– –
-3,000
2180
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-5
2181
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-27
2182
– –
-6,815
2183
$0 ﹤0.01%
3
2184
– –
-3,000
2185
$0 ﹤0.01%
12
2186
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-33
2187
– –
-31,650
2188
– –
-374
2189
– –
-10
2190
– –
-62
2191
– –
-2
2192
$0 ﹤0.01%
10
2193
$0 ﹤0.01%
5
2194
$0 ﹤0.01%
6
2195
– –
-1,180
2196
– –
-1,000
2197
– –
-88,165
2198
– –
0
2199
– –
0
2200
– –
0
85 86 87
88
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