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
901
$52K ﹤0.01%
61
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902
$52K ﹤0.01%
625
903
$52K ﹤0.01%
360
904
$51K ﹤0.01%
1,302
-1
905
$51K ﹤0.01%
5,000
906
$50K ﹤0.01%
1,065
907
$50K ﹤0.01%
385
+5
908
$50K ﹤0.01%
5,000
909
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5,000
910
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5,000
911
$49K ﹤0.01%
5,000
912
$49K ﹤0.01%
624
913
$49K ﹤0.01%
681
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914
$48K ﹤0.01%
723
-27
915
$48K ﹤0.01%
1,601
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916
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850
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920
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1,100
921
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3,935
922
$47K ﹤0.01%
8,000
-12,600
923
$47K ﹤0.01%
654
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924
$46K ﹤0.01%
280
925
$46K ﹤0.01%
460
+100
35 36
37
38 39