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
651
$181K 0.01%
15,000
652
$179K 0.01%
1,699
-86
653
$177K 0.01%
991
654
$177K 0.01%
6,900
655
$176K 0.01%
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656
$176K 0.01%
30,775
-9
657
$175K 0.01%
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-115
658
$175K 0.01%
1,528
-389
659
$172K 0.01%
594
-1,264
660
$171K ﹤0.01%
2,928
+277
661
$169K ﹤0.01%
233
662
$169K ﹤0.01%
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663
$169K ﹤0.01%
2,262
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664
$168K ﹤0.01%
+10,536
665
$168K ﹤0.01%
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-19
666
$167K ﹤0.01%
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667
$167K ﹤0.01%
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668
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4,300
669
$165K ﹤0.01%
17,570
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670
$165K ﹤0.01%
2,895
+1,365
671
$164K ﹤0.01%
1,708
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672
$164K ﹤0.01%
12,509
-1,500
673
$163K ﹤0.01%
2,345
+192
674
$161K ﹤0.01%
1,332
-142
675
$161K ﹤0.01%
25,590
25 26
27
28 29