AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
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 9.96%
4 Financials 9.91%
5 Healthcare 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.29M 0.07%
135,680
+224
227
$2.29M 0.07%
22,741
-1,508
228
$2.28M 0.07%
14,788
-392
229
$2.28M 0.07%
41,783
+25,172
230
$2.25M 0.06%
118,539
-630
231
$2.22M 0.06%
1,563,831
-779,960
232
$2.22M 0.06%
11,752
-346
233
$2.21M 0.06%
42,606
+37,700
234
$2.21M 0.06%
56,515
+6,512
235
$2.19M 0.06%
25,841
+189
236
$2.18M 0.06%
82,371
-118,351
237
$2.14M 0.06%
30,429
+7
238
$2.12M 0.06%
118,410
-250
239
$2.12M 0.06%
8,875
+85
240
$2.11M 0.06%
112,515
-1,219
241
$2.09M 0.06%
6,213
-1,639
242
$2.06M 0.06%
20,703
+8,990
243
$2.06M 0.06%
6,676
-85
244
$2.06M 0.06%
21,118
+1,518
245
$2.05M 0.06%
79,910
-8,580
246
$2.02M 0.06%
139,037
-403
247
$1.99M 0.06%
79,448
-40,561
248
$1.96M 0.06%
6,526
-34
249
$1.96M 0.06%
81,591
-8,272
250
$1.94M 0.06%
32,470
+11,010
8 9
10
11 12