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
1426
$3K ﹤0.01%
45
1427
$3K ﹤0.01%
100
-1,500
1428
$3K ﹤0.01%
145
1429
$3K ﹤0.01%
100
1430
$3K ﹤0.01%
12
1431
$3K ﹤0.01%
163
+33
1432
$3K ﹤0.01%
667
+600
1433
$3K ﹤0.01%
20,000
1434
$3K ﹤0.01%
34
1435
$3K ﹤0.01%
20
-1,472
1436
$3K ﹤0.01%
286
1437
$3K ﹤0.01%
25
1438
$3K ﹤0.01%
38
-90
1439
$3K ﹤0.01%
200
1440
$3K ﹤0.01%
533
1441
$3K ﹤0.01%
57,107
1442
$3K ﹤0.01%
300
1443
$3K ﹤0.01%
+20
1444
$3K ﹤0.01%
+100
1445
$3K ﹤0.01%
6,027
1446
$3K ﹤0.01%
300
1447
$3K ﹤0.01%
+61
1448
$3K ﹤0.01%
100
1449
$3K ﹤0.01%
+100
1450
$3K ﹤0.01%
500
-1,000
56 57
58
59 60