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
1176
$14K ﹤0.01%
10
1177
$14K ﹤0.01%
100
1178
$14K ﹤0.01%
71
1179
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166
1180
$14K ﹤0.01%
1,419
1181
$14K ﹤0.01%
200
1182
$13K ﹤0.01%
290
-111
1183
$13K ﹤0.01%
3,900
1184
$13K ﹤0.01%
621
1185
$13K ﹤0.01%
170
-100
1186
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249
1187
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183
-60
1188
$13K ﹤0.01%
+2,522
1189
$13K ﹤0.01%
89
1190
$13K ﹤0.01%
117
1191
$13K ﹤0.01%
398
1192
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1193
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317
+52
1194
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177
1195
$13K ﹤0.01%
630
1196
$13K ﹤0.01%
203
-305
1197
$12K ﹤0.01%
49
+3
1198
$12K ﹤0.01%
158
1199
$12K ﹤0.01%
350
1200
$12K ﹤0.01%
106
+6
46 47
48
49 50