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
951
$40K ﹤0.01%
5,000
952
$40K ﹤0.01%
1,636
953
$40K ﹤0.01%
+1,464
954
$40K ﹤0.01%
4,000
955
$39K ﹤0.01%
538
956
$39K ﹤0.01%
711
+150
957
$39K ﹤0.01%
639
-261
958
$39K ﹤0.01%
3,000
959
$38K ﹤0.01%
601
-332
960
$38K ﹤0.01%
1,620
961
$38K ﹤0.01%
1,579
962
$37K ﹤0.01%
883
963
$37K ﹤0.01%
406
+6
964
$37K ﹤0.01%
7,000
-20,708
965
$37K ﹤0.01%
+2,405
966
$37K ﹤0.01%
3,710
-10,500
967
$36K ﹤0.01%
2,043
+3
968
$36K ﹤0.01%
1,576
969
$36K ﹤0.01%
391
+54
970
$36K ﹤0.01%
1,300
971
$36K ﹤0.01%
600
972
$36K ﹤0.01%
3,605
973
$35K ﹤0.01%
6,500
974
$35K ﹤0.01%
1,500
975
$35K ﹤0.01%
4,000
37 38
39
40 41