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
926
$46K ﹤0.01%
357
+32
927
$45K ﹤0.01%
1,327
-100
928
$45K ﹤0.01%
1,002
-202
929
$45K ﹤0.01%
+11,875
930
$45K ﹤0.01%
1,535
931
$45K ﹤0.01%
2,000
932
$44K ﹤0.01%
1,091
933
$44K ﹤0.01%
479
-102
934
$43K ﹤0.01%
617,590
-525
935
$43K ﹤0.01%
600
+100
936
$43K ﹤0.01%
915
937
$43K ﹤0.01%
8,400
938
$43K ﹤0.01%
4,298
939
$42K ﹤0.01%
233
940
$42K ﹤0.01%
1,600
941
$42K ﹤0.01%
300
942
$42K ﹤0.01%
1,400
943
$42K ﹤0.01%
1,188
+196
944
$42K ﹤0.01%
4,149
-46,469
945
$41K ﹤0.01%
175
946
$41K ﹤0.01%
430
947
$41K ﹤0.01%
452
-125
948
$41K ﹤0.01%
848
+404
949
$40K ﹤0.01%
500
950
$40K ﹤0.01%
253
36 37
38
39 40