AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
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
51
$12.4M 0.36%
147,619
-7,094
52
$12.3M 0.36%
202,243
-97,839
53
$12M 0.35%
75,767
+5,285
54
$11.5M 0.33%
1,029,872
-5,700
55
$11.1M 0.32%
305,937
+11,322
56
$10.8M 0.31%
1,087,866
+19,200
57
$10.8M 0.31%
40,958
-980
58
$10.7M 0.31%
129,843
+14
59
$10.5M 0.3%
217,845
+1,880
60
$10M 0.29%
21,964
+988
61
$10M 0.29%
365,744
-37,488
62
$9.85M 0.28%
74,152
-270
63
$9.69M 0.28%
119,345
+80,078
64
$9.59M 0.28%
136,154
-2,000
65
$9.46M 0.27%
165,576
+63,600
66
$9.45M 0.27%
170,967
-310
67
$9.33M 0.27%
182,148
+16,810
68
$9.3M 0.27%
211,967
+174,575
69
$9.24M 0.27%
149,933
-44,244
70
$8.72M 0.25%
120,990
+81,188
71
$8.7M 0.25%
144,066
+66,058
72
$8.63M 0.25%
89,030
-36,033
73
$8.55M 0.25%
78,107
+1,398
74
$8.55M 0.25%
306,169
+83,830
75
$8.54M 0.25%
41,896
-2,508
1 2
3
4 5