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
1026
$28K ﹤0.01%
250
-20
1027
$27K ﹤0.01%
1,280
1028
$27K ﹤0.01%
660
1029
$27K ﹤0.01%
558
-1,192
1030
$27K ﹤0.01%
533
1031
$27K ﹤0.01%
350
-647
1032
$27K ﹤0.01%
100
1033
$27K ﹤0.01%
2,697
1034
$27K ﹤0.01%
47
1035
$26K ﹤0.01%
500
1036
$26K ﹤0.01%
425
+16
1037
$26K ﹤0.01%
737
+435
1038
$26K ﹤0.01%
630
1039
$26K ﹤0.01%
398
+343
1040
$26K ﹤0.01%
630
+5
1041
$26K ﹤0.01%
2,613
1042
$26K ﹤0.01%
1,368
1043
$26K ﹤0.01%
10,000
-5,000
1044
$26K ﹤0.01%
218
1045
$26K ﹤0.01%
3,400
-3,146
1046
$26K ﹤0.01%
2,500
1047
$26K ﹤0.01%
+2,000
1048
$26K ﹤0.01%
6,158
-5,028
1049
$25K ﹤0.01%
73
-20
1050
$25K ﹤0.01%
2,082
+27
40 41
42
43 44