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
301
$1.3M 0.04%
20,130
+9,130
302
$1.3M 0.04%
97,700
+159
303
$1.3M 0.04%
985
-10
304
$1.28M 0.04%
9,424
+382
305
$1.26M 0.04%
227,479
+36,155
306
$1.26M 0.04%
25,374
-259
307
$1.25M 0.04%
16,468
+2,761
308
$1.25M 0.04%
12,577
-1,406
309
$1.24M 0.04%
9,940
-946
310
$1.24M 0.04%
57,929
-19,868
311
$1.23M 0.04%
29,810
-10,241
312
$1.23M 0.04%
8,696
-4,421
313
$1.23M 0.04%
349,999
314
$1.21M 0.03%
2,489
+208
315
$1.21M 0.03%
120,240
316
$1.21M 0.03%
13,800
+10,000
317
$1.2M 0.03%
80,259
-762
318
$1.18M 0.03%
85,269
-8,954
319
$1.18M 0.03%
4,827
-84
320
$1.17M 0.03%
8,807
-91
321
$1.17M 0.03%
9,319
+163
322
$1.16M 0.03%
60,297
323
$1.15M 0.03%
8,769
-671
324
$1.15M 0.03%
77,650
-47,070
325
$1.14M 0.03%
14,523
+6
11 12
13
14 15