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
801
$86K ﹤0.01%
4,705
-223,531
802
$86K ﹤0.01%
1,000
803
$85K ﹤0.01%
+906
804
$84K ﹤0.01%
1,850
805
$83K ﹤0.01%
959
+2
806
$83K ﹤0.01%
1,150
807
$83K ﹤0.01%
4,600
808
$83K ﹤0.01%
1,170
809
$83K ﹤0.01%
6,569
810
$82K ﹤0.01%
1,636
811
$82K ﹤0.01%
4,064
+2,144
812
$82K ﹤0.01%
845
+410
813
$82K ﹤0.01%
600
814
$81K ﹤0.01%
500
815
$81K ﹤0.01%
376
816
$81K ﹤0.01%
1,525
817
$81K ﹤0.01%
8,000
818
$81K ﹤0.01%
8,104
-65,928
819
$80K ﹤0.01%
3,099
820
$80K ﹤0.01%
1,311
821
$80K ﹤0.01%
3,825
822
$79K ﹤0.01%
700
823
$77K ﹤0.01%
+225
824
$77K ﹤0.01%
18,160
+4,717
825
$76K ﹤0.01%
1,002
31 32
33
34 35