AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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
2,465
New
Increased
Reduced
Closed

Top Buys

1
+$80.2M
2
+$16.4M
3
+$8.64M
4
MBC icon
MasterBrand
MBC
+$7.89M
5
MWA icon
Mueller Water Products
MWA
+$7.4M

Top Sells

1
+$67.2M
2
+$11.3M
3
+$10.3M
4
EVBG
Everbridge, Inc. Common Stock
EVBG
+$9.58M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$7.26M

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
1026
$27K ﹤0.01%
558
-1,192
1027
$27K ﹤0.01%
533
1028
$27K ﹤0.01%
350
-647
1029
$27K ﹤0.01%
100
1030
$27K ﹤0.01%
2,697
1031
$27K ﹤0.01%
47
1032
$26K ﹤0.01%
425
+16
1033
$26K ﹤0.01%
737
+435
1034
$26K ﹤0.01%
630
1035
$26K ﹤0.01%
398
+343
1036
$26K ﹤0.01%
630
+5
1037
$26K ﹤0.01%
2,613
1038
$26K ﹤0.01%
1,368
1039
$26K ﹤0.01%
10,000
-5,000
1040
$26K ﹤0.01%
218
1041
$26K ﹤0.01%
3,400
-3,146
1042
$26K ﹤0.01%
2,500
1043
$26K ﹤0.01%
+2,000
1044
$26K ﹤0.01%
6,158
-5,028
1045
$26K ﹤0.01%
500
1046
$25K ﹤0.01%
73
-20
1047
$25K ﹤0.01%
2,082
+27
1048
$25K ﹤0.01%
296
+198
1049
$24K ﹤0.01%
411
+11
1050
$24K ﹤0.01%
369
40 41
42
43 44