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
326
$1.14M 0.03%
18,524
+264
327
$1.12M 0.03%
73,049
328
$1.12M 0.03%
23,915
-19,604
329
$1.11M 0.03%
24,127
+4,648
330
$1.1M 0.03%
6,316
-559
331
$1.09M 0.03%
105,980
-2,590
332
$1.07M 0.03%
10,405
+10,399
333
$1.06M 0.03%
16,197
-468
334
$1.06M 0.03%
16,546
+23
335
$1.06M 0.03%
23,485
-36,100
336
$1.05M 0.03%
21,348
-4,696
337
$1.05M 0.03%
121,244
+48,704
338
$1.04M 0.03%
9,900
-640,743
339
$1.04M 0.03%
102,530
-93,456
340
$1.03M 0.03%
12,014
-44,063
341
$1.03M 0.03%
9,637
-3,936
342
$1.03M 0.03%
102,500
343
$1.01M 0.03%
9,936
-276
344
$1M 0.03%
41,229
+1,966
345
$997K 0.03%
5,756
-6,376
346
$993K 0.03%
7,895
-10
347
$974K 0.03%
9,454
-699
348
$963K 0.03%
7,125
+188
349
$962K 0.03%
54,400
-37,880
350
$958K 0.03%
11,968
-250
12 13
14
15 16