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
451
$524K 0.02%
1,683
452
$522K 0.02%
2,102
453
$518K 0.01%
15,795
+6,276
454
$516K 0.01%
7,251
-6,563
455
$514K 0.01%
+17,730
456
$513K 0.01%
22,595
-23,860
457
$510K 0.01%
21,490
458
$504K 0.01%
9,596
-150
459
$504K 0.01%
60,085
-69,244
460
$503K 0.01%
16,319
-15,787
461
$502K 0.01%
77,551
+7,002
462
$501K 0.01%
4,068
-681
463
$500K 0.01%
3,258
464
$496K 0.01%
+40,632
465
$496K 0.01%
54,780
466
$495K 0.01%
20,127
+6,881
467
$493K 0.01%
+17,182
468
$490K 0.01%
49,000
469
$490K 0.01%
48,368
470
$488K 0.01%
113,533
471
$487K 0.01%
+26,366
472
$487K 0.01%
64,395
-11,796
473
$481K 0.01%
12,697
-8,509
474
$480K 0.01%
29,832
+369
475
$473K 0.01%
17,050
-2,300
17 18
19
20 21