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
1276
$9K ﹤0.01%
1,200
1277
$9K ﹤0.01%
48,400
1278
$9K ﹤0.01%
22,250
1279
$9K ﹤0.01%
710
1280
$8K ﹤0.01%
+277
1281
$8K ﹤0.01%
750
1282
$8K ﹤0.01%
150
1283
$8K ﹤0.01%
166
-22
1284
$8K ﹤0.01%
1,290
1285
$8K ﹤0.01%
150
1286
$8K ﹤0.01%
200
1287
$8K ﹤0.01%
241
1288
$8K ﹤0.01%
27
+2
1289
$8K ﹤0.01%
250
1290
$8K ﹤0.01%
68
1291
$8K ﹤0.01%
300
1292
$8K ﹤0.01%
27
1293
$8K ﹤0.01%
119
+2
1294
$8K ﹤0.01%
642
1295
$8K ﹤0.01%
1,000
1296
$8K ﹤0.01%
267
1297
$8K ﹤0.01%
100
1298
$8K ﹤0.01%
1,068
1299
$8K ﹤0.01%
800
1300
$8K ﹤0.01%
11,600
50 51
52
53 54