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
1326
$7K ﹤0.01%
28
+7
1327
$7K ﹤0.01%
346
1328
$7K ﹤0.01%
15,000
1329
$6K ﹤0.01%
+61
1330
$6K ﹤0.01%
1,522
-500
1331
$6K ﹤0.01%
175
1332
$6K ﹤0.01%
190
1333
$6K ﹤0.01%
+89
1334
$6K ﹤0.01%
108
1335
$6K ﹤0.01%
37
1336
$6K ﹤0.01%
+162
1337
$6K ﹤0.01%
29
1338
$6K ﹤0.01%
18
1339
$6K ﹤0.01%
+52
1340
$6K ﹤0.01%
265
+1
1341
$6K ﹤0.01%
150
+45
1342
$6K ﹤0.01%
330
1343
$6K ﹤0.01%
561
-107
1344
$6K ﹤0.01%
23
-6
1345
$6K ﹤0.01%
284
1346
$6K ﹤0.01%
224
+108
1347
$6K ﹤0.01%
1,320
1348
$6K ﹤0.01%
500
1349
$5K ﹤0.01%
128
1350
$5K ﹤0.01%
100
52 53
54
55 56