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
1301
$8K ﹤0.01%
533
1302
$7K ﹤0.01%
257
1303
$7K ﹤0.01%
109
+9
1304
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85
1305
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319
1306
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400
1307
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48
1308
$7K ﹤0.01%
300
-10,000
1309
$7K ﹤0.01%
+1,386
1310
$7K ﹤0.01%
189
1311
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133
-75
1312
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111
1313
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136
1314
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225
-317
1315
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105
1316
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1317
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1318
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1319
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1320
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1321
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1322
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148
1323
$7K ﹤0.01%
750
-38
1324
$7K ﹤0.01%
230
1325
$7K ﹤0.01%
+155
51 52
53
54 55