AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
2,464
New
Increased
Reduced
Closed

Top Buys

1
+$85.1M
2
+$16.7M
3
+$7.66M
4
MBC icon
MasterBrand
MBC
+$7.27M
5
MWA icon
Mueller Water Products
MWA
+$7.14M

Top Sells

1
+$67.2M
2
+$11.3M
3
+$9.85M
4
EVBG
Everbridge, Inc. Common Stock
EVBG
+$9.19M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$7.22M

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%
16
1477
$2K ﹤0.01%
575
1478
$2K ﹤0.01%
100
1479
$2K ﹤0.01%
150
1480
$2K ﹤0.01%
200
1481
$2K ﹤0.01%
22,789
1482
$2K ﹤0.01%
8
-260
1483
$2K ﹤0.01%
28
-16
1484
$2K ﹤0.01%
1,225
1485
$2K ﹤0.01%
35
1486
$2K ﹤0.01%
8
1487
$2K ﹤0.01%
100
-1,500
1488
$2K ﹤0.01%
28
-28
1489
$2K ﹤0.01%
52,800
1490
$2K ﹤0.01%
11,698
1491
$2K ﹤0.01%
20,000
1492
$2K ﹤0.01%
12,598
1493
$2K ﹤0.01%
10,150
1494
$2K ﹤0.01%
32,000
1495
$2K ﹤0.01%
23,200
1496
$2K ﹤0.01%
6,450
1497
$2K ﹤0.01%
25,700
1498
$2K ﹤0.01%
4,360
1499
$2K ﹤0.01%
45,547
1500
$2K ﹤0.01%
20,213
58 59
60
61 62