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
1326
$7K ﹤0.01%
85
1327
$7K ﹤0.01%
400
1328
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175
1329
$6K ﹤0.01%
+61
1330
$6K ﹤0.01%
1,522
-500
1331
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175
1332
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1333
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108
1334
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1335
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+162
1336
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29
1337
$6K ﹤0.01%
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1338
$6K ﹤0.01%
+52
1339
$6K ﹤0.01%
265
+1
1340
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150
+45
1341
$6K ﹤0.01%
330
1342
$6K ﹤0.01%
561
-107
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1344
$6K ﹤0.01%
+89
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%
84
1350
$5K ﹤0.01%
250
52 53
54
55 56