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
551
$309K 0.01%
8,359
+125
552
$307K 0.01%
4,730
+1,215
553
$307K 0.01%
5,740
-2,623
554
$306K 0.01%
4,007
+69
555
$306K 0.01%
22,003
556
$305K 0.01%
6,203
557
$303K 0.01%
3,342
-106
558
$301K 0.01%
30,000
-218,861
559
$299K 0.01%
2,375
560
$297K 0.01%
2,044
+150
561
$291K 0.01%
7,494
562
$291K 0.01%
582,407
563
$290K 0.01%
29,144
-166
564
$289K 0.01%
7,077
+6,824
565
$285K 0.01%
6,978
566
$285K 0.01%
28,428
567
$283K 0.01%
6,850
-59
568
$282K 0.01%
29,150
-8,322
569
$281K 0.01%
13,667
-1,702
570
$278K 0.01%
5,200
-359
571
$277K 0.01%
2,562
+773
572
$272K 0.01%
12,700
573
$271K 0.01%
1,876
-50
574
$271K 0.01%
26,598
-10,402
575
$269K 0.01%
18,979
-3,200
21 22
23
24 25