AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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
1926
$0 ﹤0.01%
1,550
1927
– –
-32,000
1928
– –
-23,200
1929
$0 ﹤0.01%
667
1930
– –
-5,975
1931
$0 ﹤0.01%
1,600
1932
$0 ﹤0.01%
36
1933
$0 ﹤0.01%
2,250
1934
– –
-4,500
1935
$0 ﹤0.01%
4,500
1936
$0 ﹤0.01%
100
1937
$0 ﹤0.01%
4,098
1938
$0 ﹤0.01%
4,300
1939
$0 ﹤0.01%
66
1940
– –
-3,030
1941
$0 ﹤0.01%
5,200
1942
$0 ﹤0.01%
5,000
1943
– –
-17,900
1944
$0 ﹤0.01%
132
1945
– –
0
1946
$0 ﹤0.01%
1,000
1947
– –
-100
1948
$0 ﹤0.01%
1,600
1949
– –
-3,200
1950
$0 ﹤0.01%
2,700
76 77
78
79 80