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
1751
$0 ﹤0.01%
+100
1752
$0 ﹤0.01%
1,000,000
1753
– –
-93
1754
$0 ﹤0.01%
500
1755
$0 ﹤0.01%
35,100
1756
$0 ﹤0.01%
5,450
1757
$0 ﹤0.01%
645
-18,750
1758
$0 ﹤0.01%
2,544,675
1759
$0 ﹤0.01%
1,248,000
1760
$0 ﹤0.01%
3,450
1761
– –
-80,000
1762
– –
-9,000
1763
$0 ﹤0.01%
3,200
1764
$0 ﹤0.01%
359
1765
$0 ﹤0.01%
2,500
1766
– –
-5,000
1767
– –
-3,000
1768
– –
-20,860
1769
– –
-3,466
1770
– –
-750
1771
$0 ﹤0.01%
5,298
1772
– –
-1,075
1773
$0 ﹤0.01%
2,500
1774
– –
-24
1775
$0 ﹤0.01%
50
69 70
71
72 73