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
1376
$4K ﹤0.01%
500
1377
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200
1378
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25
1379
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475
1380
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400
1381
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56
+1
1382
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85
1383
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20
1384
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66
1385
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+3
1386
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550
1387
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40
1388
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200
1389
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44
-49
1390
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310
-10
1391
$4K ﹤0.01%
+100
1392
$4K ﹤0.01%
82
-4,415
1393
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300
+50
1394
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81
1395
$4K ﹤0.01%
1,500
-500
1396
$4K ﹤0.01%
94
1397
$4K ﹤0.01%
100
-500
1398
$4K ﹤0.01%
473
1399
$4K ﹤0.01%
27
-2,511
1400
$4K ﹤0.01%
375
54 55
56
57 58