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
576
$268K 0.01%
3,483
577
$268K 0.01%
5,379
-1,372
578
$264K 0.01%
38,443
579
$264K 0.01%
26,299
-100
580
$263K 0.01%
2,498
581
$262K 0.01%
+13,357
582
$262K 0.01%
565
+1
583
$261K 0.01%
9,244
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584
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3,121
585
$260K 0.01%
3,035
586
$259K 0.01%
794
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587
$258K 0.01%
3,461
588
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5,640
-500
589
$257K 0.01%
1,212
-286
590
$255K 0.01%
78,805
591
$254K 0.01%
35,534
-10,312
592
$252K 0.01%
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593
$251K 0.01%
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594
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595
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9,711
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596
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6,300
597
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7,582
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598
$240K 0.01%
723
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599
$240K 0.01%
725
600
$238K 0.01%
+12,590
22 23
24
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