AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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
1876
$0 ﹤0.01%
5,141
1877
$0 ﹤0.01%
300
1878
$0 ﹤0.01%
500
1879
$0 ﹤0.01%
250
1880
$0 ﹤0.01%
32
1881
$0 ﹤0.01%
11,585
1882
$0 ﹤0.01%
1,550
1883
– –
-12,800
1884
$0 ﹤0.01%
100
1885
$0 ﹤0.01%
200
1886
– –
-5,895
1887
$0 ﹤0.01%
1,600
1888
– –
-3,455
1889
– –
-2,818
1890
– –
-11,795
1891
– –
-74,200
1892
– –
-6,364
1893
– –
-14,839
1894
– –
-20,577
1895
$0 ﹤0.01%
1,500
1896
– –
-600
1897
– –
-8,800
1898
– –
-2,932
1899
– –
-66
1900
– –
-11,100
74 75
76
77 78