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
1551
$1K ﹤0.01%
+6
1552
$1K ﹤0.01%
4,100
1553
$1K ﹤0.01%
+100
1554
$1K ﹤0.01%
27
-3,223
1555
$1K ﹤0.01%
+4
1556
$1K ﹤0.01%
10,769
1557
$1K ﹤0.01%
85
1558
$1K ﹤0.01%
16,000
1559
$1K ﹤0.01%
185
-262
1560
$1K ﹤0.01%
91
1561
$1K ﹤0.01%
135
1562
$1K ﹤0.01%
68
1563
$1K ﹤0.01%
23
-2
1564
$1K ﹤0.01%
+10
1565
$1K ﹤0.01%
116
1566
$1K ﹤0.01%
149
-1,214
1567
$1K ﹤0.01%
9
1568
$1K ﹤0.01%
39
1569
$1K ﹤0.01%
33
1570
$1K ﹤0.01%
20
1571
$1K ﹤0.01%
5,318
1572
$1K ﹤0.01%
3,892
1573
$1K ﹤0.01%
17,300
1574
$1K ﹤0.01%
12,552
1575
$1K ﹤0.01%
33,458
61 62
63
64 65