AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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
1701
– –
-1,265
1702
$0 ﹤0.01%
250
1703
$0 ﹤0.01%
2,067
1704
$0 ﹤0.01%
1,000
1705
– –
-95,719
1706
$0 ﹤0.01%
10
1707
– –
-13
1708
– –
-36,540
1709
– –
-300
1710
$0 ﹤0.01%
4,550
1711
$0 ﹤0.01%
2,000
1712
$0 ﹤0.01%
250
1713
– –
-61,050
1714
– –
-7,000
1715
$0 ﹤0.01%
1,750
1716
$0 ﹤0.01%
1,666
1717
$0 ﹤0.01%
2,500
1718
$0 ﹤0.01%
2,600
1719
$0 ﹤0.01%
1,450
1720
$0 ﹤0.01%
6,500
1721
$0 ﹤0.01%
1,679
1722
$0 ﹤0.01%
142
1723
– –
-47,519
1724
– –
-2,200
1725
$0 ﹤0.01%
15,000
67 68
69
70 71