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
2151
– –
-605
2152
$0 ﹤0.01%
4,366
2153
– –
-3
2154
$0 ﹤0.01%
8,497
2155
$0 ﹤0.01%
28,000
2156
$0 ﹤0.01%
44,500
2157
$0 ﹤0.01%
4,800
2158
$0 ﹤0.01%
1,038
2159
$0 ﹤0.01%
25
2160
$0 ﹤0.01%
2,000
2161
$0 ﹤0.01%
3,332
2162
$0 ﹤0.01%
2,500
2163
– –
-3,000
2164
$0 ﹤0.01%
3,000
2165
$0 ﹤0.01%
3,000
2166
– –
-1,000
2167
$0 ﹤0.01%
200
2168
$0 ﹤0.01%
2,000
2169
– –
-1,000
2170
$0 ﹤0.01%
400
2171
$0 ﹤0.01%
1,104
2172
– –
-5,019
2173
$0 ﹤0.01%
900
2174
$0 ﹤0.01%
1,673
2175
$0 ﹤0.01%
+529
85 86
87
88 89