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
676
$160K ﹤0.01%
2,059
+87
677
$158K ﹤0.01%
1,254
-238
678
$158K ﹤0.01%
3,154
+261
679
$155K ﹤0.01%
+2,800
680
$154K ﹤0.01%
519
681
$153K ﹤0.01%
4,850
-12,450
682
$153K ﹤0.01%
531
+89
683
$152K ﹤0.01%
17,300
684
$151K ﹤0.01%
4,100
+921
685
$151K ﹤0.01%
15,000
686
$151K ﹤0.01%
15,000
687
$151K ﹤0.01%
15,000
688
$149K ﹤0.01%
808
-7
689
$148K ﹤0.01%
616
+3
690
$148K ﹤0.01%
12,227
691
$148K ﹤0.01%
1,783
+311
692
$147K ﹤0.01%
17,675
-22,590
693
$147K ﹤0.01%
1,275
-425
694
$145K ﹤0.01%
737
-508
695
$144K ﹤0.01%
6,353
696
$142K ﹤0.01%
590
-998
697
$142K ﹤0.01%
4,500
698
$141K ﹤0.01%
5,003
+317
699
$141K ﹤0.01%
2,690
-446
700
$141K ﹤0.01%
6,937
26 27
28
29 30