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
1951
– –
-15,200
1952
$0 ﹤0.01%
10,450
1953
– –
-20,900
1954
– –
-7,000
1955
$0 ﹤0.01%
6,000
1956
– –
-58,600
1957
$0 ﹤0.01%
1,400
1958
$0 ﹤0.01%
8,403
1959
– –
-18,002
1960
$0 ﹤0.01%
308
1961
$0 ﹤0.01%
8,800
1962
$0 ﹤0.01%
2,500
1963
– –
-1,000
1964
$0 ﹤0.01%
71,000
1965
$0 ﹤0.01%
5,000
1966
$0 ﹤0.01%
11,000
1967
$0 ﹤0.01%
13,455
1968
– –
-325
1969
$0 ﹤0.01%
23,040
1970
$0 ﹤0.01%
10,000
1971
$0 ﹤0.01%
1,332
1972
– –
-141,603
1973
– –
-400
1974
– –
-5,000
1975
$0 ﹤0.01%
6,194
77 78
79
80 81