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
776
$98K ﹤0.01%
1,780
777
$97K ﹤0.01%
19,211
-200
778
$96K ﹤0.01%
7,609
-985
779
$96K ﹤0.01%
3,349
780
$96K ﹤0.01%
391
+2
781
$96K ﹤0.01%
3,006
-750
782
$96K ﹤0.01%
1,404
+84
783
$95K ﹤0.01%
+1,250
784
$95K ﹤0.01%
1,055
785
$94K ﹤0.01%
3,141
786
$94K ﹤0.01%
2,498
787
$94K ﹤0.01%
2,811
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788
$91K ﹤0.01%
180
-476
789
$91K ﹤0.01%
1,173
790
$91K ﹤0.01%
9,000
-15,000
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$90K ﹤0.01%
2,014
792
$89K ﹤0.01%
2,527
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793
$89K ﹤0.01%
3,911
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794
$88K ﹤0.01%
1,781
795
$87K ﹤0.01%
+1,514
796
$87K ﹤0.01%
1,205
-343
797
$87K ﹤0.01%
1,275
+967
798
$87K ﹤0.01%
7,396
799
$87K ﹤0.01%
5,350
+350
800
$86K ﹤0.01%
4,705
-223,531
30 31
32
33 34