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
1626
$1K ﹤0.01%
6,139
1627
$1K ﹤0.01%
12,698
1628
$1K ﹤0.01%
16,773
1629
$1K ﹤0.01%
67
1630
$1K ﹤0.01%
20,000
1631
$1K ﹤0.01%
21
1632
$1K ﹤0.01%
7,589
1633
$1K ﹤0.01%
7,500
1634
$1K ﹤0.01%
15,000
1635
$1K ﹤0.01%
36,652
1636
$1K ﹤0.01%
5,050
1637
$1K ﹤0.01%
9,038
1638
$1K ﹤0.01%
5,400
1639
$1K ﹤0.01%
75
1640
$1K ﹤0.01%
2,332
1641
$1K ﹤0.01%
15,350
1642
$1K ﹤0.01%
13,850
1643
$1K ﹤0.01%
25,198
1644
$1K ﹤0.01%
14,600
1645
– –
-36,540
1646
– –
-300
1647
$0 ﹤0.01%
4,550
1648
$0 ﹤0.01%
1,006
1649
– –
-30,000
1650
$0 ﹤0.01%
15,000
64 65
66
67 68