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
1226
$10K ﹤0.01%
410
-1,455
1227
$10K ﹤0.01%
108
-108
1228
$10K ﹤0.01%
+152
1229
$10K ﹤0.01%
232
+18
1230
$10K ﹤0.01%
+73
1231
$10K ﹤0.01%
600
1232
$10K ﹤0.01%
1,000
1233
$10K ﹤0.01%
138
+20
1234
$10K ﹤0.01%
270
1235
$10K ﹤0.01%
81
-212
1236
$10K ﹤0.01%
939
-1,469
1237
$10K ﹤0.01%
304
+2
1238
$10K ﹤0.01%
100
1239
$10K ﹤0.01%
200
1240
$10K ﹤0.01%
300
1241
$10K ﹤0.01%
1,000
1242
$10K ﹤0.01%
1,000
-8,127
1243
$10K ﹤0.01%
361
1244
$10K ﹤0.01%
14,451
-8,100
1245
$10K ﹤0.01%
+1,000
1246
$10K ﹤0.01%
+1,000
1247
$10K ﹤0.01%
12,683
-217
1248
$10K ﹤0.01%
1,000
1249
$10K ﹤0.01%
100
1250
$10K ﹤0.01%
1,000
-16,211
48 49
50
51 52