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
976
$35K ﹤0.01%
1,500
977
$35K ﹤0.01%
4,000
978
$35K ﹤0.01%
900
-100
979
$35K ﹤0.01%
1,786
980
$35K ﹤0.01%
288
981
$34K ﹤0.01%
+231
982
$34K ﹤0.01%
496
-60
983
$34K ﹤0.01%
167
984
$34K ﹤0.01%
3,336
-1
985
$34K ﹤0.01%
800
986
$34K ﹤0.01%
357
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987
$34K ﹤0.01%
264
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988
$34K ﹤0.01%
900
989
$33K ﹤0.01%
360
990
$33K ﹤0.01%
603
+15
991
$33K ﹤0.01%
828
992
$33K ﹤0.01%
400
993
$33K ﹤0.01%
600
994
$33K ﹤0.01%
499
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995
$33K ﹤0.01%
291
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996
$32K ﹤0.01%
3,050
-2,000
997
$32K ﹤0.01%
720
998
$32K ﹤0.01%
1,603
+242
999
$31K ﹤0.01%
1,075
+1
1000
$31K ﹤0.01%
1,557
+426
38 39
40
41 42