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
2001
$0 ﹤0.01%
266
2002
$0 ﹤0.01%
1,775
2003
$0 ﹤0.01%
100
2004
$0 ﹤0.01%
10,000
2005
$0 ﹤0.01%
5,000
2006
$0 ﹤0.01%
3,750
2007
– –
-15,437
2008
– –
-7,600
2009
– –
-5,213
2010
– –
-5,000
2011
$0 ﹤0.01%
300
2012
$0 ﹤0.01%
335
2013
$0 ﹤0.01%
1,050
2014
$0 ﹤0.01%
8,600
2015
$0 ﹤0.01%
332
2016
– –
-4,796
2017
– –
-4,640
2018
$0 ﹤0.01%
1,832
2019
$0 ﹤0.01%
2,500
2020
$0 ﹤0.01%
1,250
2021
$0 ﹤0.01%
8,400
2022
$0 ﹤0.01%
666
2023
$0 ﹤0.01%
250
2024
$0 ﹤0.01%
17,900
2025
$0 ﹤0.01%
1,704
79 80
81
82 83