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
1101
$20K ﹤0.01%
900
+95
1102
$20K ﹤0.01%
+600
1103
$20K ﹤0.01%
600
-718
1104
$20K ﹤0.01%
+200
1105
$20K ﹤0.01%
284
-64
1106
$20K ﹤0.01%
624
1107
$20K ﹤0.01%
2,275
+39
1108
$20K ﹤0.01%
2,000
1109
$20K ﹤0.01%
2,000
-35,659
1110
$20K ﹤0.01%
2,000
-10,300
1111
$20K ﹤0.01%
2,000
-85,634
1112
$20K ﹤0.01%
2,000
1113
$20K ﹤0.01%
2,000
1114
$20K ﹤0.01%
2,000
-6,937
1115
$20K ﹤0.01%
+2,000
1116
$20K ﹤0.01%
2,000
-37,929
1117
$19K ﹤0.01%
220
-10
1118
$19K ﹤0.01%
471
1119
$19K ﹤0.01%
838
+20
1120
$19K ﹤0.01%
+297
1121
$19K ﹤0.01%
352
1122
$19K ﹤0.01%
300
1123
$19K ﹤0.01%
123
1124
$19K ﹤0.01%
270
+12
1125
$19K ﹤0.01%
902
43 44
45
46 47