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
1776
$0 ﹤0.01%
5,000
1777
$0 ﹤0.01%
1,666
1778
$0 ﹤0.01%
2,500
1779
$0 ﹤0.01%
2,600
1780
$0 ﹤0.01%
1,450
1781
$0 ﹤0.01%
6,500
1782
$0 ﹤0.01%
1,679
1783
$0 ﹤0.01%
142
1784
$0 ﹤0.01%
1,000
1785
– –
-95,719
1786
$0 ﹤0.01%
10
1787
– –
-13
1788
$0 ﹤0.01%
1,350
1789
$0 ﹤0.01%
5,032
1790
$0 ﹤0.01%
5,500
1791
– –
-11,000
1792
$0 ﹤0.01%
5,000
1793
$0 ﹤0.01%
3,750
1794
$0 ﹤0.01%
34,200
1795
$0 ﹤0.01%
7,718
1796
– –
-15,437
1797
– –
-7,600
1798
– –
-5,213
1799
– –
-5,000
1800
$0 ﹤0.01%
300
70 71
72
73 74