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
726
$129K ﹤0.01%
+38,712
727
$128K ﹤0.01%
12,070
-6,985
728
$126K ﹤0.01%
1,700
729
$124K ﹤0.01%
1,204
730
$123K ﹤0.01%
560
+105
731
$122K ﹤0.01%
1,265
+7
732
$121K ﹤0.01%
819
-2
733
$121K ﹤0.01%
3,328
-222
734
$121K ﹤0.01%
3,400
735
$121K ﹤0.01%
590
+3
736
$121K ﹤0.01%
1,334
737
$120K ﹤0.01%
5,500
738
$119K ﹤0.01%
12,740
739
$118K ﹤0.01%
3,100
740
$118K ﹤0.01%
12,245
+5,000
741
$117K ﹤0.01%
1,726
-300
742
$117K ﹤0.01%
2,016
743
$117K ﹤0.01%
5,425
744
$116K ﹤0.01%
2,568
+591
745
$116K ﹤0.01%
500
746
$116K ﹤0.01%
4,650
-4,050
747
$115K ﹤0.01%
1,750
748
$114K ﹤0.01%
2,505
749
$114K ﹤0.01%
2,767
+12
750
$114K ﹤0.01%
11,130
28 29
30
31 32