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
1926
– –
-20,000
1927
– –
-10,900
1928
$0 ﹤0.01%
10,850
1929
– –
-14,306
1930
$0 ﹤0.01%
3,750
1931
– –
-24,500
1932
$0 ﹤0.01%
13
1933
$0 ﹤0.01%
3,100
1934
$0 ﹤0.01%
25,000
1935
– –
-20,000
1936
$0 ﹤0.01%
10,000
1937
– –
-20,000
1938
– –
-23,170
1939
$0 ﹤0.01%
300
1940
$0 ﹤0.01%
3,350
1941
– –
-59,298
1942
$0 ﹤0.01%
4,000
1943
$0 ﹤0.01%
2,500
1944
$0 ﹤0.01%
2,664
1945
– –
-9,996
1946
$0 ﹤0.01%
1,219
1947
$0 ﹤0.01%
7,900
1948
$0 ﹤0.01%
10,050
1949
$0 ﹤0.01%
2,500
1950
$0 ﹤0.01%
18,700
76 77
78
79 80