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
276
$1.53M 0.04%
69,552
+2,852
277
$1.52M 0.04%
8,112
+518
278
$1.51M 0.04%
40,477
+6,375
279
$1.51M 0.04%
107,977
-2,260
280
$1.51M 0.04%
8,847
-118
281
$1.5M 0.04%
7,040
-463
282
$1.5M 0.04%
13,861
+1,022
283
$1.49M 0.04%
68,300
+31,690
284
$1.47M 0.04%
36,673
-31,765
285
$1.46M 0.04%
21,671
-276
286
$1.45M 0.04%
109,929
-1,900
287
$1.45M 0.04%
+81,420
288
$1.43M 0.04%
67,660
289
$1.41M 0.04%
171,184
+2,700
290
$1.39M 0.04%
10,233
+320
291
$1.39M 0.04%
+72,990
292
$1.37M 0.04%
51,710
-3,001
293
$1.37M 0.04%
174,626
294
$1.36M 0.04%
38,060
-45,074
295
$1.36M 0.04%
43,173
-8,591
296
$1.35M 0.04%
178,370
297
$1.34M 0.04%
38,640
298
$1.34M 0.04%
211,334
+95,667
299
$1.34M 0.04%
46,283
+16,537
300
$1.32M 0.04%
5,681
-65
10 11
12
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