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
1051
$24K ﹤0.01%
1,423
-165
1052
$24K ﹤0.01%
470
1053
$24K ﹤0.01%
448
-800
1054
$24K ﹤0.01%
700
1055
$24K ﹤0.01%
3,000
1056
$24K ﹤0.01%
2,000
-1,800
1057
$24K ﹤0.01%
864
1058
$24K ﹤0.01%
141
+121
1059
$24K ﹤0.01%
+2,101
1060
$24K ﹤0.01%
2,962
+750
1061
$24K ﹤0.01%
240
1062
$23K ﹤0.01%
1,000
1063
$23K ﹤0.01%
927
-40
1064
$23K ﹤0.01%
220
1065
$23K ﹤0.01%
1,000
1066
$23K ﹤0.01%
1,000
1067
$23K ﹤0.01%
463
-549
1068
$23K ﹤0.01%
251
1069
$23K ﹤0.01%
500
1070
$23K ﹤0.01%
500
1071
$23K ﹤0.01%
500
1072
$23K ﹤0.01%
+1,000
1073
$22K ﹤0.01%
254
-927
1074
$22K ﹤0.01%
200
1075
$22K ﹤0.01%
347
-2,504
41 42
43
44 45