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
1926
$0 ﹤0.01%
1,300
1927
$0 ﹤0.01%
6,500
1928
– –
-10,000
1929
– –
-5,000
1930
$0 ﹤0.01%
2,500
1931
– –
-14,434
1932
$0 ﹤0.01%
10,825
1933
– –
-5,000
1934
$0 ﹤0.01%
9,950
1935
– –
-5,000
1936
$0 ﹤0.01%
5,050
1937
– –
-20,000
1938
– –
-10,900
1939
$0 ﹤0.01%
10,850
1940
– –
-14,306
1941
$0 ﹤0.01%
3,750
1942
– –
-24,500
1943
$0 ﹤0.01%
13
1944
$0 ﹤0.01%
3,100
1945
$0 ﹤0.01%
25,000
1946
– –
-20,000
1947
$0 ﹤0.01%
10,000
1948
– –
-20,000
1949
– –
-23,170
1950
$0 ﹤0.01%
300
76 77
78
79 80