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
1126
$19K ﹤0.01%
62
1127
$19K ﹤0.01%
359
+2
1128
$19K ﹤0.01%
500
1129
$19K ﹤0.01%
84
-1,000
1130
$18K ﹤0.01%
337
1131
$18K ﹤0.01%
4,312
1132
$18K ﹤0.01%
400
1133
$18K ﹤0.01%
444
+1
1134
$18K ﹤0.01%
400
1135
$18K ﹤0.01%
404
1136
$18K ﹤0.01%
1,253
+500
1137
$18K ﹤0.01%
96
1138
$18K ﹤0.01%
2,351
-2,455
1139
$17K ﹤0.01%
108
+1
1140
$17K ﹤0.01%
500
1141
$17K ﹤0.01%
2,621
-1,167
1142
$17K ﹤0.01%
1,250
-23,000
1143
$17K ﹤0.01%
496
1144
$17K ﹤0.01%
200
1145
$17K ﹤0.01%
366
1146
$17K ﹤0.01%
943
-445
1147
$17K ﹤0.01%
1,780
+520
1148
$17K ﹤0.01%
64
+2
1149
$17K ﹤0.01%
200
1150
$17K ﹤0.01%
1,660
44 45
46
47 48