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
851
$66K ﹤0.01%
402
+105
852
$66K ﹤0.01%
9,398
-17,600
853
$66K ﹤0.01%
19,466
+390
854
$66K ﹤0.01%
3,410
-1,677
855
$65K ﹤0.01%
649
-276
856
$65K ﹤0.01%
2,155
-852
857
$64K ﹤0.01%
5,699
-3,939
858
$64K ﹤0.01%
548
-1,815
859
$64K ﹤0.01%
1,309
+9
860
$64K ﹤0.01%
3,798
861
$63K ﹤0.01%
6,150
862
$63K ﹤0.01%
1,670
+1,411
863
$62K ﹤0.01%
1,338
-18
864
$62K ﹤0.01%
820
-21,640
865
$62K ﹤0.01%
435
+5
866
$61K ﹤0.01%
3,750
867
$61K ﹤0.01%
2,155
868
$61K ﹤0.01%
2,769
-1,998
869
$61K ﹤0.01%
2,700
870
$60K ﹤0.01%
216
-25
871
$60K ﹤0.01%
425
872
$60K ﹤0.01%
2,076
873
$60K ﹤0.01%
2,483
874
$60K ﹤0.01%
340
875
$60K ﹤0.01%
347
33 34
35
36 37