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
1576
$1K ﹤0.01%
3,333
1577
$1K ﹤0.01%
4,563
1578
$1K ﹤0.01%
15,000
1579
$1K ﹤0.01%
5,450
1580
$1K ﹤0.01%
9,900
1581
$1K ﹤0.01%
8,166
1582
$1K ﹤0.01%
10,000
1583
$1K ﹤0.01%
6,450
1584
$1K ﹤0.01%
17,500
1585
$1K ﹤0.01%
25,834
1586
$1K ﹤0.01%
17,542
1587
$1K ﹤0.01%
100
1588
$1K ﹤0.01%
11,300
+50
1589
$1K ﹤0.01%
2,600
1590
$1K ﹤0.01%
28,150
1591
$1K ﹤0.01%
23,350
1592
$1K ﹤0.01%
5,850
1593
$1K ﹤0.01%
20,339
1594
$1K ﹤0.01%
3,332
1595
$1K ﹤0.01%
100
1596
$1K ﹤0.01%
13,332
1597
$1K ﹤0.01%
10,749
1598
$1K ﹤0.01%
10,000
1599
$1K ﹤0.01%
+1,075
1600
$1K ﹤0.01%
11,850
62 63
64
65 66