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
1501
$2K ﹤0.01%
10,754
1502
$2K ﹤0.01%
947
-100
1503
$2K ﹤0.01%
10
1504
$2K ﹤0.01%
18,269
1505
$2K ﹤0.01%
11,632
1506
$2K ﹤0.01%
+6
1507
$2K ﹤0.01%
575
1508
$2K ﹤0.01%
100
1509
$2K ﹤0.01%
150
1510
$2K ﹤0.01%
200
1511
$2K ﹤0.01%
22,789
1512
$2K ﹤0.01%
6,450
1513
$2K ﹤0.01%
25,700
1514
$2K ﹤0.01%
4,360
1515
$2K ﹤0.01%
45,547
1516
$2K ﹤0.01%
400
1517
$2K ﹤0.01%
46,100
1518
$1K ﹤0.01%
+10,000
1519
$1K ﹤0.01%
59,000
1520
$1K ﹤0.01%
20,184
-10,000
1521
$1K ﹤0.01%
14,004
1522
$1K ﹤0.01%
3,198
1523
$1K ﹤0.01%
26,400
1524
$1K ﹤0.01%
100
1525
$1K ﹤0.01%
+12
59 60
61
62 63