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
526
$346K 0.01%
705,617
+47,236
527
$345K 0.01%
15,892
528
$345K 0.01%
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529
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168,078
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530
$341K 0.01%
34,077
531
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14,275
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532
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106,981
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534
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535
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537
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2,412
538
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23,587
539
$324K 0.01%
9,651
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540
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28,052
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541
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19,500
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545
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546
$318K 0.01%
3,532
547
$317K 0.01%
4,618
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548
$314K 0.01%
1,066
-176
549
$313K 0.01%
5,545
550
$309K 0.01%
4,134
-115
20 21
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