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
2151
$0 ﹤0.01%
3,332
2152
$0 ﹤0.01%
2,500
2153
– –
-3,000
2154
$0 ﹤0.01%
3,000
2155
$0 ﹤0.01%
3,000
2156
– –
-1,000
2157
$0 ﹤0.01%
200
2158
$0 ﹤0.01%
2,000
2159
– –
-1,000
2160
$0 ﹤0.01%
400
2161
$0 ﹤0.01%
1,104
2162
– –
-5,019
2163
$0 ﹤0.01%
900
2164
$0 ﹤0.01%
1,673
2165
$0 ﹤0.01%
6,000
2166
$0 ﹤0.01%
5,000
2167
– –
-1,000
2168
– –
-22
2169
$0 ﹤0.01%
6,000
2170
– –
-3,000
2171
$0 ﹤0.01%
1,300
2172
$0 ﹤0.01%
6,500
2173
– –
-10,000
2174
$0 ﹤0.01%
666
2175
– –
-600
85 86
87
88 89