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
1201
$12K ﹤0.01%
300
1202
$12K ﹤0.01%
80
+5
1203
$12K ﹤0.01%
212
-4
1204
$12K ﹤0.01%
+2,500
1205
$12K ﹤0.01%
203
+122
1206
$12K ﹤0.01%
+300
1207
$12K ﹤0.01%
103
+6
1208
$12K ﹤0.01%
3
-8
1209
$12K ﹤0.01%
548
-4,177
1210
$11K ﹤0.01%
347
1211
$11K ﹤0.01%
722
-104
1212
$11K ﹤0.01%
250
1213
$11K ﹤0.01%
280
1214
$11K ﹤0.01%
128
1215
$11K ﹤0.01%
260
-20,010
1216
$11K ﹤0.01%
56
+42
1217
$11K ﹤0.01%
4,000
1218
$11K ﹤0.01%
100
1219
$11K ﹤0.01%
256
1220
$11K ﹤0.01%
302
1221
$11K ﹤0.01%
34
1222
$11K ﹤0.01%
200
-250
1223
$11K ﹤0.01%
1,000
1224
$11K ﹤0.01%
1,126
1225
$10K ﹤0.01%
1,000
-16,211
47 48
49
50 51