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
1851
$0 ﹤0.01%
50
1852
– –
-17,300
1853
$0 ﹤0.01%
1,194
1854
– –
-15,865
1855
$0 ﹤0.01%
12,750
1856
– –
-51,100
1857
$0 ﹤0.01%
+28
1858
$0 ﹤0.01%
1,000
1859
– –
-5,000
1860
$0 ﹤0.01%
5,000
1861
– –
-7,000
1862
– –
-5,000
1863
– –
-7,000
1864
– –
-4,563
1865
– –
-7,617
1866
$0 ﹤0.01%
2,000
1867
$0 ﹤0.01%
5,141
1868
$0 ﹤0.01%
300
1869
$0 ﹤0.01%
500
1870
$0 ﹤0.01%
250
1871
$0 ﹤0.01%
32
1872
$0 ﹤0.01%
11,585
1873
$0 ﹤0.01%
1,550
1874
– –
-12,800
1875
$0 ﹤0.01%
100
73 74
75
76 77