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
1151
$16K ﹤0.01%
1,000
1152
$16K ﹤0.01%
389
+350
1153
$16K ﹤0.01%
271
1154
$16K ﹤0.01%
267
1155
$16K ﹤0.01%
351
1156
$16K ﹤0.01%
450
-150
1157
$15K ﹤0.01%
260
1158
$15K ﹤0.01%
4,000
1159
$15K ﹤0.01%
110
1160
$15K ﹤0.01%
137
+70
1161
$15K ﹤0.01%
800
1162
$15K ﹤0.01%
185
1163
$15K ﹤0.01%
800
1164
$15K ﹤0.01%
540
+1
1165
$15K ﹤0.01%
500
1166
$15K ﹤0.01%
125
-68
1167
$15K ﹤0.01%
600
1168
$14K ﹤0.01%
450
1169
$14K ﹤0.01%
209
1170
$14K ﹤0.01%
923
1171
$14K ﹤0.01%
1,400
+700
1172
$14K ﹤0.01%
300
-18
1173
$14K ﹤0.01%
10
1174
$14K ﹤0.01%
100
1175
$14K ﹤0.01%
71
45 46
47
48 49