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
1976
– –
-2,388
1977
$0 ﹤0.01%
3,000
1978
$0 ﹤0.01%
5,589
1979
$0 ﹤0.01%
2,652
1980
$0 ﹤0.01%
1,259
1981
$0 ﹤0.01%
1,550
1982
– –
-32,000
1983
$0 ﹤0.01%
9,400
1984
– –
-15,833
1985
– –
-23,200
1986
$0 ﹤0.01%
667
1987
– –
-5,975
1988
$0 ﹤0.01%
1,600
1989
$0 ﹤0.01%
36
1990
$0 ﹤0.01%
2,250
1991
– –
-4,500
1992
$0 ﹤0.01%
4,500
1993
$0 ﹤0.01%
100
1994
$0 ﹤0.01%
4,098
1995
$0 ﹤0.01%
4,300
1996
$0 ﹤0.01%
66
1997
– –
-3,030
1998
$0 ﹤0.01%
5,200
1999
$0 ﹤0.01%
5,000
2000
– –
-17,900
78 79
80
81 82