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
$3.44B
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,464
New
Increased
Reduced
Closed

Top Buys

1
+$85.1M
2
+$16.7M
3
+$7.66M
4
MBC icon
MasterBrand
MBC
+$7.27M
5
MWA icon
Mueller Water Products
MWA
+$7.14M

Top Sells

1
+$67.2M
2
+$11.3M
3
+$9.85M
4
EVBG
Everbridge, Inc. Common Stock
EVBG
+$9.19M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$7.22M

Sector Composition

1 Industrials 14.96%
2 Consumer Discretionary 14.65%
3 Technology 10.03%
4 Financials 9.92%
5 Healthcare 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$128K ﹤0.01%
12,070
-6,985
727
$126K ﹤0.01%
1,700
728
$124K ﹤0.01%
1,204
729
$123K ﹤0.01%
560
+105
730
$122K ﹤0.01%
1,265
+7
731
$121K ﹤0.01%
819
-2
732
$121K ﹤0.01%
3,328
-222
733
$121K ﹤0.01%
3,400
734
$121K ﹤0.01%
590
+3
735
$121K ﹤0.01%
1,334
736
$120K ﹤0.01%
5,500
737
$119K ﹤0.01%
12,740
738
$118K ﹤0.01%
3,100
739
$118K ﹤0.01%
12,245
+5,000
740
$117K ﹤0.01%
1,726
-300
741
$117K ﹤0.01%
2,016
742
$117K ﹤0.01%
5,425
743
$116K ﹤0.01%
2,568
+591
744
$116K ﹤0.01%
500
745
$116K ﹤0.01%
4,650
-4,050
746
$115K ﹤0.01%
1,750
747
$114K ﹤0.01%
2,505
748
$114K ﹤0.01%
2,767
+12
749
$114K ﹤0.01%
11,130
750
$114K ﹤0.01%
476
+1
28 29
30
31 32