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
1976
$0 ﹤0.01%
13,455
1977
– –
-325
1978
$0 ﹤0.01%
23,040
1979
$0 ﹤0.01%
10,000
1980
$0 ﹤0.01%
1,332
1981
– –
-141,603
1982
– –
-400
1983
– –
-5,000
1984
$0 ﹤0.01%
6,194
1985
– –
-2,388
1986
$0 ﹤0.01%
3,000
1987
$0 ﹤0.01%
5,589
1988
$0 ﹤0.01%
2,652
1989
$0 ﹤0.01%
1,259
1990
$0 ﹤0.01%
1,550
1991
– –
-32,000
1992
– –
-23,200
1993
$0 ﹤0.01%
667
1994
– –
-5,975
1995
$0 ﹤0.01%
1,600
1996
$0 ﹤0.01%
36
1997
$0 ﹤0.01%
2,250
1998
– –
-4,500
1999
$0 ﹤0.01%
4,500
2000
$0 ﹤0.01%
100
78 79
80
81 82