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
76
$8.47M 0.24%
89,485
-2,754
77
$8.39M 0.24%
1,003,432
-13,275
78
$8.27M 0.24%
74,947
+1,774
79
$8.19M 0.24%
171,986
-5,608
80
$8.01M 0.23%
79,323
+639
81
$7.99M 0.23%
463,245
+103,515
82
$7.95M 0.23%
90,100
-1,028
83
$7.93M 0.23%
273,396
-92,760
84
$7.93M 0.23%
20,726
-2,994
85
$7.9M 0.23%
98,959
+5,640
86
$7.87M 0.23%
259,574
+142
87
$7.49M 0.22%
68,145
+11,551
88
$7.49M 0.22%
224,885
+170,953
89
$7.43M 0.21%
128,392
-4,340
90
$7.36M 0.21%
136,956
-4,165
91
$7.27M 0.21%
+963,198
92
$7.16M 0.21%
63,484
-990
93
$7.12M 0.2%
589,473
+4,455
94
$7.09M 0.2%
181,963
-72,750
95
$6.93M 0.2%
165,214
+11,443
96
$6.89M 0.2%
57,229
+45,980
97
$6.7M 0.19%
61,038
+1,800
98
$6.59M 0.19%
424,020
-3,690
99
$6.47M 0.19%
177,615
+30,660
100
$6.44M 0.19%
352,144
+2,179
2 3
4
5 6