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
1201
$12K ﹤0.01%
103
+6
1202
$12K ﹤0.01%
3
-8
1203
$12K ﹤0.01%
548
-4,177
1204
$12K ﹤0.01%
49
+3
1205
$12K ﹤0.01%
158
1206
$12K ﹤0.01%
106
+6
1207
$12K ﹤0.01%
4,000
1208
$12K ﹤0.01%
270
1209
$12K ﹤0.01%
300
1210
$11K ﹤0.01%
200
-250
1211
$11K ﹤0.01%
1,000
1212
$11K ﹤0.01%
1,126
1213
$11K ﹤0.01%
347
1214
$11K ﹤0.01%
722
-104
1215
$11K ﹤0.01%
250
1216
$11K ﹤0.01%
280
1217
$11K ﹤0.01%
128
1218
$11K ﹤0.01%
260
-20,010
1219
$11K ﹤0.01%
56
+42
1220
$11K ﹤0.01%
4,000
1221
$11K ﹤0.01%
100
1222
$11K ﹤0.01%
256
1223
$11K ﹤0.01%
302
1224
$11K ﹤0.01%
34
1225
$10K ﹤0.01%
410
+343
47 48
49
50 51