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
376
$793K 0.02%
24,181
-12,548
377
$789K 0.02%
51,204
+8,769
378
$785K 0.02%
12,120
379
$779K 0.02%
16,429
-2,018
380
$777K 0.02%
16,068
381
$771K 0.02%
28,552
+2,192
382
$771K 0.02%
24,860
383
$764K 0.02%
14,409
+2,335
384
$763K 0.02%
103,735
-16,000
385
$762K 0.02%
34,620
-2,203
386
$757K 0.02%
322,085
-85,075
387
$752K 0.02%
68,495
-118,604
388
$749K 0.02%
41,653
389
$749K 0.02%
14,918
-1,000
390
$748K 0.02%
106,403
391
$747K 0.02%
44,375
+360
392
$746K 0.02%
52,965
-1,970
393
$744K 0.02%
8,877
+226
394
$740K 0.02%
33,821
+200
395
$739K 0.02%
4,147
-208
396
$738K 0.02%
9,383
-34
397
$738K 0.02%
73,806
398
$732K 0.02%
324,017
+178,295
399
$729K 0.02%
44,634
+41,800
400
$722K 0.02%
3,934
14 15
16
17 18