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
901
$52K ﹤0.01%
360
902
$51K ﹤0.01%
1,302
-1
903
$51K ﹤0.01%
5,000
904
$50K ﹤0.01%
1,065
905
$50K ﹤0.01%
385
+5
906
$50K ﹤0.01%
5,000
907
$50K ﹤0.01%
5,000
908
$50K ﹤0.01%
5,000
909
$49K ﹤0.01%
5,000
910
$49K ﹤0.01%
624
911
$49K ﹤0.01%
681
+46
912
$48K ﹤0.01%
723
-27
913
$48K ﹤0.01%
1,601
+995
914
$48K ﹤0.01%
700
915
$48K ﹤0.01%
850
916
$48K ﹤0.01%
170
917
$48K ﹤0.01%
4,727
918
$47K ﹤0.01%
1,100
919
$47K ﹤0.01%
3,935
920
$47K ﹤0.01%
8,000
-12,600
921
$47K ﹤0.01%
654
-4,500
922
$46K ﹤0.01%
280
923
$46K ﹤0.01%
460
+100
924
$46K ﹤0.01%
605
+5
925
$46K ﹤0.01%
4,000
-2,500
35 36
37
38 39