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
251
$1.88M 0.05%
3,437
+14
252
$1.83M 0.05%
+98,140
253
$1.8M 0.05%
17,224
-1,218
254
$1.79M 0.05%
18,961
-700
255
$1.78M 0.05%
391,054
256
$1.77M 0.05%
17,079
-170
257
$1.77M 0.05%
11,294
+5,091
258
$1.77M 0.05%
152,310
-3,128
259
$1.76M 0.05%
51,565
-8,557
260
$1.76M 0.05%
15,117
-265
261
$1.75M 0.05%
7,434
+127
262
$1.74M 0.05%
18,787
+5,078
263
$1.74M 0.05%
10,229
-22,036
264
$1.73M 0.05%
7,283
265
$1.72M 0.05%
6,686
-110
266
$1.68M 0.05%
27,590
+27,420
267
$1.67M 0.05%
11,927
-3,300
268
$1.65M 0.05%
32,566
-8,596
269
$1.65M 0.05%
5,153
+241
270
$1.61M 0.05%
51,231
+20,465
271
$1.61M 0.05%
17,660
+9,690
272
$1.58M 0.05%
35,122
-3,188
273
$1.58M 0.05%
48,077
+242
274
$1.57M 0.05%
58,092
-123,314
275
$1.56M 0.04%
131,449
+102,276
9 10
11
12 13