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
1076
$22K ﹤0.01%
277
-24,014
1077
$22K ﹤0.01%
186
+1
1078
$22K ﹤0.01%
454
-21
1079
$22K ﹤0.01%
390
1080
$22K ﹤0.01%
351
1081
$22K ﹤0.01%
941
1082
$22K ﹤0.01%
155
-32
1083
$22K ﹤0.01%
3,500
1084
$21K ﹤0.01%
560
1085
$21K ﹤0.01%
+692
1086
$21K ﹤0.01%
478
1087
$21K ﹤0.01%
1,400
1088
$21K ﹤0.01%
518
-580
1089
$21K ﹤0.01%
929
1090
$21K ﹤0.01%
500
1091
$21K ﹤0.01%
1,000
1092
$21K ﹤0.01%
103
-820
1093
$21K ﹤0.01%
600
+300
1094
$21K ﹤0.01%
4,634
1095
$20K ﹤0.01%
+2,000
1096
$20K ﹤0.01%
+190
1097
$20K ﹤0.01%
516
+368
1098
$20K ﹤0.01%
625
-658
1099
$20K ﹤0.01%
900
+95
1100
$20K ﹤0.01%
+600
42 43
44
45 46