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
2276
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-22
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2279
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-764
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$0 ﹤0.01%
44
2282
$0 ﹤0.01%
+20
2283
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-336
2284
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-71
2285
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-2,000
2286
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0
2287
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-266
2288
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-16
2289
$0 ﹤0.01%
+2
2290
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-150
2291
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0
2292
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-3,500
2293
$0 ﹤0.01%
38
2294
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0
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$0 ﹤0.01%
+2
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$0 ﹤0.01%
5
2297
– –
-9
2298
$0 ﹤0.01%
8
-25
2299
$0 ﹤0.01%
200
2300
– –
-65,601
89 90 91
92
93