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
601
$237K 0.01%
4,092
+3,970
602
$237K 0.01%
4,645
+3,187
603
$236K 0.01%
21,583
604
$236K 0.01%
738
605
$236K 0.01%
1,357
-20
606
$232K 0.01%
116,309
+41,014
607
$229K 0.01%
1,688
+303
608
$224K 0.01%
2,757
-93
609
$224K 0.01%
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-29
610
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3,613
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611
$222K 0.01%
15,591
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612
$222K 0.01%
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613
$222K 0.01%
22,155
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614
$220K 0.01%
13,578
+8,707
615
$220K 0.01%
6,445
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616
$219K 0.01%
10,035
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617
$219K 0.01%
22,050
618
$216K 0.01%
33,625
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619
$215K 0.01%
328
-24
620
$215K 0.01%
4,162
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621
$214K 0.01%
7,025
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622
$214K 0.01%
1,801
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623
$212K 0.01%
1,450
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624
$207K 0.01%
2,500
625
$207K 0.01%
7,000
-200
23 24
25
26 27