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
476
$472K 0.01%
4,653
+43
477
$466K 0.01%
5,310
478
$462K 0.01%
13,324
-7,414
479
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+41,050
480
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14,131
481
$455K 0.01%
1,115
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482
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2,130
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483
$445K 0.01%
95,884
-19,782
484
$442K 0.01%
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-605
485
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417,840
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486
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18,507
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487
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488
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3,000
489
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1,939
490
$426K 0.01%
2,193
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491
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493
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494
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495
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12,050
496
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56,354
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497
$413K 0.01%
526,000
+29,000
498
$411K 0.01%
1,866
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499
$406K 0.01%
791
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500
$404K 0.01%
19,687
+467
18 19
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