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
826
$75K ﹤0.01%
5,000
827
$75K ﹤0.01%
523
828
$74K ﹤0.01%
9,880
-2,100
829
$74K ﹤0.01%
7,500
-7,600
830
$72K ﹤0.01%
950
831
$72K ﹤0.01%
1,117
+1,018
832
$71K ﹤0.01%
1,278
+1,270
833
$70K ﹤0.01%
4,134
+222
834
$70K ﹤0.01%
128
-73
835
$70K ﹤0.01%
1,954
-368
836
$70K ﹤0.01%
735
+2
837
$70K ﹤0.01%
549
838
$70K ﹤0.01%
7,100
839
$70K ﹤0.01%
7,000
840
$68K ﹤0.01%
1,593
+75
841
$68K ﹤0.01%
637
-883
842
$68K ﹤0.01%
18
843
$68K ﹤0.01%
4,998
-500
844
$67K ﹤0.01%
6,000
845
$67K ﹤0.01%
1,600
846
$67K ﹤0.01%
3,000
847
$67K ﹤0.01%
960
848
$66K ﹤0.01%
1,969
849
$66K ﹤0.01%
402
+105
850
$66K ﹤0.01%
9,398
-17,600
32 33
34
35 36