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
876
$59K ﹤0.01%
3,087
-2,489
877
$59K ﹤0.01%
884
878
$59K ﹤0.01%
2,500
879
$59K ﹤0.01%
919
880
$59K ﹤0.01%
350
-92
881
$58K ﹤0.01%
1,272
882
$58K ﹤0.01%
+1,884
883
$57K ﹤0.01%
1,600
884
$56K ﹤0.01%
1,200
885
$56K ﹤0.01%
5,000
886
$56K ﹤0.01%
6,567
+1,050
887
$55K ﹤0.01%
1,121
888
$55K ﹤0.01%
1,750
889
$55K ﹤0.01%
161
890
$55K ﹤0.01%
895
891
$54K ﹤0.01%
475
+9
892
$54K ﹤0.01%
5,400
893
$53K ﹤0.01%
624
+15
894
$53K ﹤0.01%
2,304
895
$53K ﹤0.01%
5,278
896
$52K ﹤0.01%
1,500
897
$52K ﹤0.01%
864
898
$52K ﹤0.01%
450
899
$52K ﹤0.01%
61
-10
900
$52K ﹤0.01%
625
34 35
36
37 38