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
1651
– –
-23
1652
$0 ﹤0.01%
2,000
1653
$0 ﹤0.01%
250
1654
– –
-61,050
1655
$0 ﹤0.01%
1,775
1656
$0 ﹤0.01%
100
1657
– –
-7,000
1658
$0 ﹤0.01%
1,750
1659
– –
-3,100
1660
– –
-1
1661
– –
-6,443
1662
– –
-4
1663
– –
-9,568
1664
– –
-48,452
1665
– –
-98,407
1666
– –
-8,800
1667
– –
-2,932
1668
– –
-66
1669
– –
-11,100
1670
– –
-1,965
1671
– –
-4,400
1672
– –
-77,169
1673
– –
-6,300
1674
– –
-903
1675
– –
-3,066
65 66
67
68 69