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
701
$141K ﹤0.01%
2,000
-1,000
702
$140K ﹤0.01%
1,054
703
$140K ﹤0.01%
986
+16
704
$140K ﹤0.01%
1,423
+242
705
$139K ﹤0.01%
5,597
706
$139K ﹤0.01%
2,210
+240
707
$138K ﹤0.01%
2,779
+2,723
708
$138K ﹤0.01%
4,769
709
$137K ﹤0.01%
15,989
710
$136K ﹤0.01%
2,741
-3,257
711
$135K ﹤0.01%
3,250
+2,075
712
$135K ﹤0.01%
1,203
+811
713
$134K ﹤0.01%
1,012
-500
714
$134K ﹤0.01%
1,979
-96,116
715
$134K ﹤0.01%
1,430
716
$134K ﹤0.01%
1,746
+23
717
$133K ﹤0.01%
1,260
+57
718
$133K ﹤0.01%
17,782
-2,034
719
$133K ﹤0.01%
17,338
720
$132K ﹤0.01%
653
721
$131K ﹤0.01%
2,935
+326
722
$130K ﹤0.01%
1,190
+13
723
$130K ﹤0.01%
1,075
+22
724
$130K ﹤0.01%
1,918
-2,247
725
$130K ﹤0.01%
+10,840
27 28
29
30 31