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
351
$948K 0.03%
38,582
+11,049
352
$946K 0.03%
65,819
+57,065
353
$942K 0.03%
9,305
+1
354
$935K 0.03%
18,715
355
$926K 0.03%
36,783
+5,844
356
$916K 0.03%
19,100
357
$915K 0.03%
26,225
+25,839
358
$909K 0.03%
139,908
+38,251
359
$903K 0.03%
91,094
360
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195,607
-368,752
361
$899K 0.03%
5,688
-349
362
$897K 0.03%
48,547
-3,290
363
$891K 0.03%
162,223
-24,756
364
$873K 0.03%
+15,885
365
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5,845
-322
366
$848K 0.02%
9,878
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367
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21,910
368
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4,546
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369
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14,175
-205
370
$829K 0.02%
130,251
+105,846
371
$828K 0.02%
541,200
-193,620
372
$828K 0.02%
3,336
+19
373
$822K 0.02%
82,031
-100
374
$821K 0.02%
345,150
375
$818K 0.02%
8,616
-51
13 14
15
16 17