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
1976
– –
-30,000
1977
$0 ﹤0.01%
15,000
1978
– –
-23
1979
– –
-10,000
1980
$0 ﹤0.01%
2,800
1981
$0 ﹤0.01%
1,400
1982
– –
-2,800
1983
– –
-170
1984
$0 ﹤0.01%
2,000
1985
$0 ﹤0.01%
232
1986
$0 ﹤0.01%
2,700
1987
– –
-10,900
1988
– –
-4,123
1989
$0 ﹤0.01%
8,600
1990
– –
-13,782
1991
$0 ﹤0.01%
6,700
1992
$0 ﹤0.01%
10,000
1993
$0 ﹤0.01%
1
1994
– –
-40,000
1995
$0 ﹤0.01%
1,350
1996
$0 ﹤0.01%
5,032
1997
$0 ﹤0.01%
5,500
1998
– –
-11,000
1999
$0 ﹤0.01%
1,225
2000
– –
-4,900
78 79
80
81 82