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
1951
$0 ﹤0.01%
6,132
1952
– –
-1,261
1953
$0 ﹤0.01%
50
1954
$0 ﹤0.01%
119
1955
– –
-19,824
1956
$0 ﹤0.01%
4,663
1957
– –
-32,801
1958
$0 ﹤0.01%
6,540
1959
$0 ﹤0.01%
25
1960
$0 ﹤0.01%
579
1961
$0 ﹤0.01%
87
1962
– –
-1,608
1963
$0 ﹤0.01%
1,250
1964
– –
-25,257
1965
– –
-59,519
1966
$0 ﹤0.01%
100
1967
$0 ﹤0.01%
188
1968
$0 ﹤0.01%
2,500
1969
– –
-14,400
1970
$0 ﹤0.01%
7,200
1971
– –
0
1972
$0 ﹤0.01%
8,150
1973
$0 ﹤0.01%
14,425
1974
– –
-2,900
1975
$0 ﹤0.01%
1,006
77 78
79
80 81