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
1826
$0 ﹤0.01%
1,000
1827
$0 ﹤0.01%
2,500
1828
$0 ﹤0.01%
47
1829
– –
-5,000
1830
$0 ﹤0.01%
5,500
1831
$0 ﹤0.01%
9,632
1832
$0 ﹤0.01%
6,700
1833
– –
-63,740
1834
$0 ﹤0.01%
1,500
1835
$0 ﹤0.01%
3,700
1836
$0 ﹤0.01%
1,000
1837
$0 ﹤0.01%
8,944
1838
$0 ﹤0.01%
1,819
1839
$0 ﹤0.01%
13,279
1840
– –
-8,400
1841
$0 ﹤0.01%
1,200
1842
– –
-8,999
1843
– –
-400
1844
$0 ﹤0.01%
10,450
1845
– –
-9,375
1846
– –
-73,794
1847
$0 ﹤0.01%
66
1848
– –
-90,757
1849
$0 ﹤0.01%
3,079
1850
$0 ﹤0.01%
22,576
72 73
74
75 76