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
1451
$3K ﹤0.01%
14
1452
$2K ﹤0.01%
35
1453
$2K ﹤0.01%
8
1454
$2K ﹤0.01%
100
-1,500
1455
$2K ﹤0.01%
28
-28
1456
$2K ﹤0.01%
52,800
1457
$2K ﹤0.01%
11,698
1458
$2K ﹤0.01%
20,000
1459
$2K ﹤0.01%
12,598
1460
$2K ﹤0.01%
10,150
1461
$2K ﹤0.01%
32,000
1462
$2K ﹤0.01%
27
1463
$2K ﹤0.01%
30
1464
$2K ﹤0.01%
50
1465
$2K ﹤0.01%
479
1466
$2K ﹤0.01%
91
-79
1467
$2K ﹤0.01%
250
1468
$2K ﹤0.01%
100
1469
$2K ﹤0.01%
165
-3
1470
$2K ﹤0.01%
420
1471
$2K ﹤0.01%
27
1472
$2K ﹤0.01%
11,718
1473
$2K ﹤0.01%
16
-112
1474
$2K ﹤0.01%
666
1475
$2K ﹤0.01%
25
57 58
59
60 61