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
2176
– –
-5,000
2177
– –
-3,000
2178
– –
-30,954
2179
$0 ﹤0.01%
566
2180
$0 ﹤0.01%
750
2181
$0 ﹤0.01%
8
2182
$0 ﹤0.01%
+32
2183
– –
-28,663
2184
$0 ﹤0.01%
400
2185
$0 ﹤0.01%
279
2186
$0 ﹤0.01%
28
2187
– –
-75
2188
– –
-400
2189
– –
-932
2190
– –
-9,700
2191
– –
-77
2192
– –
-33,896
2193
– –
-132,203
2194
– –
-3,800
2195
– –
-900
2196
– –
-1,000
2197
– –
-19,310
2198
– –
-1,900
2199
– –
-34,800
2200
– –
-63,000
85 86 87
88
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