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
1676
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1677
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1678
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1679
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-1,000
1680
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1681
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-6,657
1682
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-5,000
1683
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-25,406
1684
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-7,802
1685
$0 ﹤0.01%
79
1686
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-850
1687
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-212
1688
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-400
1689
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-18,668
1690
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-43,040
1691
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-180
1692
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1693
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1694
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-57,913
1695
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-17,932
1696
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-32,500
1697
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-11,832
1698
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-6,999
1699
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-1,398
1700
– –
-600
66 67
68
69 70