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
1601
$1K ﹤0.01%
+5,000
1602
$1K ﹤0.01%
6,139
1603
$1K ﹤0.01%
12,698
1604
$1K ﹤0.01%
16,773
1605
$1K ﹤0.01%
67
1606
$1K ﹤0.01%
20,000
1607
$1K ﹤0.01%
21
1608
$1K ﹤0.01%
7,589
1609
$1K ﹤0.01%
7,500
1610
$1K ﹤0.01%
15,000
1611
$1K ﹤0.01%
36,652
1612
$1K ﹤0.01%
5,050
1613
$1K ﹤0.01%
30,752
1614
$1K ﹤0.01%
9,038
1615
$1K ﹤0.01%
5,400
1616
$1K ﹤0.01%
75
1617
$1K ﹤0.01%
2,332
1618
$1K ﹤0.01%
15,350
1619
$1K ﹤0.01%
13,850
1620
$1K ﹤0.01%
25,198
1621
$1K ﹤0.01%
14,600
1622
$1K ﹤0.01%
8,500
1623
$1K ﹤0.01%
24,000
1624
$1K ﹤0.01%
+15
1625
$1K ﹤0.01%
+3
63 64
65
66 67