AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.63%
This Quarter Est. Return
1 Year Est. Return
+21.63%
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
501
$403K 0.01%
3,934
502
$398K 0.01%
16,145
503
$396K 0.01%
6,239
504
$395K 0.01%
52,303
505
$385K 0.01%
38,511
506
$381K 0.01%
110,962
-1,186
507
$378K 0.01%
10,833
-2,155
508
$376K 0.01%
10,283
509
$372K 0.01%
11,334
+1,000
510
$371K 0.01%
31,970
511
$366K 0.01%
5,738
-168
512
$366K 0.01%
12,775
-100
513
$366K 0.01%
2,886
+219
514
$361K 0.01%
4,206
-68
515
$360K 0.01%
5,397
-67
516
$357K 0.01%
5,512
-174
517
$356K 0.01%
831
-712
518
$356K 0.01%
154,900
519
$351K 0.01%
4,711
+3,731
520
$351K 0.01%
107,468
521
$348K 0.01%
70,916
-9,812
522
$347K 0.01%
783
+138
523
$347K 0.01%
+10,920
524
$347K 0.01%
47,850
-55,390
525
$347K 0.01%
34,900
19 20
21
22 23