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
1151
$16K ﹤0.01%
1,000
-1,014
1152
$16K ﹤0.01%
334
-191
1153
$16K ﹤0.01%
600
1154
$16K ﹤0.01%
1,000
1155
$16K ﹤0.01%
389
+350
1156
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271
1157
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267
1158
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351
1159
$16K ﹤0.01%
450
-150
1160
$15K ﹤0.01%
1,300
1161
$15K ﹤0.01%
4,000
1162
$15K ﹤0.01%
110
1163
$15K ﹤0.01%
137
+70
1164
$15K ﹤0.01%
800
1165
$15K ﹤0.01%
185
1166
$15K ﹤0.01%
800
1167
$15K ﹤0.01%
540
+1
1168
$15K ﹤0.01%
500
1169
$15K ﹤0.01%
125
-68
1170
$15K ﹤0.01%
600
1171
$14K ﹤0.01%
450
1172
$14K ﹤0.01%
209
1173
$14K ﹤0.01%
923
1174
$14K ﹤0.01%
1,400
+700
1175
$14K ﹤0.01%
300
-18
45 46
47
48 49