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
1001
$30K ﹤0.01%
100
1002
$30K ﹤0.01%
1,539
1003
$30K ﹤0.01%
+525
1004
$30K ﹤0.01%
+94
1005
$30K ﹤0.01%
1,338
1006
$30K ﹤0.01%
1,245
1007
$30K ﹤0.01%
1,000
1008
$30K ﹤0.01%
3,000
-9,000
1009
$30K ﹤0.01%
3,000
-5,000
1010
$30K ﹤0.01%
3,000
-9,000
1011
$30K ﹤0.01%
3,006
1012
$30K ﹤0.01%
3,000
1013
$30K ﹤0.01%
3,000
1014
$29K ﹤0.01%
618
+18
1015
$29K ﹤0.01%
150
-7
1016
$29K ﹤0.01%
206
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1017
$29K ﹤0.01%
978
-470
1018
$29K ﹤0.01%
435
1019
$29K ﹤0.01%
+400
1020
$28K ﹤0.01%
1,325
1021
$28K ﹤0.01%
660
-653
1022
$28K ﹤0.01%
420
1023
$28K ﹤0.01%
250
-20
1024
$27K ﹤0.01%
1,280
1025
$27K ﹤0.01%
660
39 40
41
42 43