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
401
$717K 0.02%
+19,180
402
$715K 0.02%
39,518
-3,788
403
$708K 0.02%
9,918
+19
404
$694K 0.02%
2,022
-191
405
$690K 0.02%
5,503
-305
406
$672K 0.02%
21,552
407
$670K 0.02%
41,286
-687
408
$660K 0.02%
2,753
-1,122
409
$659K 0.02%
124,955
410
$658K 0.02%
24,713
411
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63,899
-8,800
412
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8,917
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413
$642K 0.02%
4,735
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414
$641K 0.02%
67,667
-12,931
415
$638K 0.02%
221,525
+25,402
416
$632K 0.02%
11,130
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417
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63,480
418
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2,359
-18
419
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13,209
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420
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3,568
+14
421
$619K 0.02%
8,329
-967
422
$617K 0.02%
44,392
-1,308
423
$615K 0.02%
19,253
-1,500
424
$610K 0.02%
25,510
-4,689
425
$604K 0.02%
170,883
+14,708
15 16
17
18 19