AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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
2,465
New
Increased
Reduced
Closed

Top Buys

1
+$80.2M
2
+$16.4M
3
+$8.64M
4
MBC icon
MasterBrand
MBC
+$7.89M
5
MWA icon
Mueller Water Products
MWA
+$7.4M

Top Sells

1
+$67.2M
2
+$11.3M
3
+$10.3M
4
EVBG
Everbridge, Inc. Common Stock
EVBG
+$9.58M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$7.26M

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
751
$114K ﹤0.01%
1,705
+13
752
$113K ﹤0.01%
+6,100
753
$113K ﹤0.01%
777
-81
754
$113K ﹤0.01%
2,680
+990
755
$113K ﹤0.01%
157
+2
756
$112K ﹤0.01%
201
+1
757
$112K ﹤0.01%
4,722
-162
758
$111K ﹤0.01%
6,500
759
$111K ﹤0.01%
875
760
$111K ﹤0.01%
4,485
-2,502
761
$111K ﹤0.01%
5,330
+4,890
762
$109K ﹤0.01%
992
763
$108K ﹤0.01%
1,092
-110
764
$107K ﹤0.01%
2,262
+1
765
$106K ﹤0.01%
1,261
+771
766
$105K ﹤0.01%
3,571
-312,521
767
$104K ﹤0.01%
202
+46
768
$103K ﹤0.01%
2,747
-110
769
$103K ﹤0.01%
2,226
-253
770
$101K ﹤0.01%
5,958
-500
771
$100K ﹤0.01%
2,060
772
$99K ﹤0.01%
10,000
773
$98K ﹤0.01%
827
774
$98K ﹤0.01%
1,050
775
$98K ﹤0.01%
2,977
-2,500
29 30
31
32 33