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
26
$30.2M 0.87%
192,640
+1,782
27
$30.1M 0.87%
910,101
-1,016
28
$27.2M 0.78%
130,728
-59
29
$26.9M 0.78%
100,842
+3,053
30
$26.1M 0.75%
99,027
+4,715
31
$23.9M 0.69%
157,438
+4,041
32
$23.1M 0.67%
1,394,558
-102,417
33
$22.2M 0.64%
189,690
+2,069
34
$21.8M 0.63%
249,763
+10,538
35
$20.1M 0.58%
28,330
-1,011
36
$19.2M 0.55%
1,276,539
-414,207
37
$18.8M 0.54%
174,902
38
$18.2M 0.53%
55,049
+50,537
39
$17.6M 0.51%
447,536
-16,454
40
$17.5M 0.5%
1,397,618
+41,490
41
$16.7M 0.48%
234,200
-3,560
42
$15.7M 0.45%
160,620
-1,392
43
$15.5M 0.45%
499,523
-14,232
44
$15.1M 0.43%
365,237
+78,056
45
$15M 0.43%
100,450
+168
46
$14.6M 0.42%
164,474
+5,442
47
$14M 0.4%
77,387
+9,567
48
$13.9M 0.4%
83,997
+304
49
$13.4M 0.39%
386,219
+1,587
50
$13.1M 0.38%
37,581
-1,216
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