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

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
1276
$9K ﹤0.01%
22,250
1277
$9K ﹤0.01%
710
1278
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388
1279
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514
1280
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+277
1281
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750
1282
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150
1283
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166
-22
1284
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27
+2
1285
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250
1286
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68
1287
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300
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27
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119
+2
1290
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642
1291
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1,000
1292
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1294
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1,068
1295
$8K ﹤0.01%
800
1296
$8K ﹤0.01%
11,600
1297
$8K ﹤0.01%
533
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$8K ﹤0.01%
1,290
1299
$8K ﹤0.01%
150
1300
$8K ﹤0.01%
200