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
2151
$0 ﹤0.01%
4,000
2152
$0 ﹤0.01%
2,500
2153
$0 ﹤0.01%
2,664
2154
– –
-9,996
2155
$0 ﹤0.01%
1,219
2156
$0 ﹤0.01%
7,900
2157
$0 ﹤0.01%
10,050
2158
$0 ﹤0.01%
2,500
2159
$0 ﹤0.01%
18,700
2160
– –
-20,900
2161
– –
-7,000
2162
$0 ﹤0.01%
6,000
2163
– –
-58,600
2164
$0 ﹤0.01%
1,400
2165
$0 ﹤0.01%
8,403
2166
– –
-18,002
2167
$0 ﹤0.01%
308
2168
$0 ﹤0.01%
8,800
2169
$0 ﹤0.01%
11,000
2170
$0 ﹤0.01%
13,455
2171
– –
-325
2172
$0 ﹤0.01%
23,040
2173
$0 ﹤0.01%
10,000
2174
$0 ﹤0.01%
1,332
2175
– –
-141,603
85 86
87
88 89