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
1476
$2K ﹤0.01%
25
1477
$2K ﹤0.01%
1,450
1478
$2K ﹤0.01%
50
1479
$2K ﹤0.01%
274
1480
$2K ﹤0.01%
50
1481
$2K ﹤0.01%
908
1482
$2K ﹤0.01%
94
1483
$2K ﹤0.01%
199
-980
1484
$2K ﹤0.01%
59,722
1485
$2K ﹤0.01%
525
1486
$2K ﹤0.01%
16
1487
$2K ﹤0.01%
126
1488
$2K ﹤0.01%
100
-550
1489
$2K ﹤0.01%
8
-260
1490
$2K ﹤0.01%
28
-16
1491
$2K ﹤0.01%
1,225
1492
$2K ﹤0.01%
23,200
1493
$2K ﹤0.01%
20,213
1494
$2K ﹤0.01%
22,628
1495
$2K ﹤0.01%
12,300
1496
$2K ﹤0.01%
5,418
1497
$2K ﹤0.01%
+16,289
1498
$2K ﹤0.01%
+200
1499
$2K ﹤0.01%
24,976
1500
$2K ﹤0.01%
222
58 59
60
61 62