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
1176
$14K ﹤0.01%
200
1177
$14K ﹤0.01%
1,400
+700
1178
$14K ﹤0.01%
300
-18
1179
$13K ﹤0.01%
168
1180
$13K ﹤0.01%
290
-111
1181
$13K ﹤0.01%
3,900
1182
$13K ﹤0.01%
621
1183
$13K ﹤0.01%
170
-100
1184
$13K ﹤0.01%
249
1185
$13K ﹤0.01%
183
-60
1186
$13K ﹤0.01%
+2,522
1187
$13K ﹤0.01%
89
1188
$13K ﹤0.01%
117
1189
$13K ﹤0.01%
398
1190
$13K ﹤0.01%
317
+52
1191
$13K ﹤0.01%
177
1192
$13K ﹤0.01%
630
1193
$13K ﹤0.01%
203
-305
1194
$12K ﹤0.01%
350
1195
$12K ﹤0.01%
34
+2
1196
$12K ﹤0.01%
80
+5
1197
$12K ﹤0.01%
212
-4
1198
$12K ﹤0.01%
+2,500
1199
$12K ﹤0.01%
203
+122
1200
$12K ﹤0.01%
+300
46 47
48
49 50