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
101
$6.42M 0.19%
33,600
+1,242
102
$6.39M 0.18%
101,035
+815
103
$6.21M 0.18%
127,722
-37,820
104
$6.13M 0.18%
321,370
+2,600
105
$6.09M 0.18%
180,974
-72,215
106
$6.08M 0.18%
135,411
+89,712
107
$6.07M 0.17%
293,920
-37,690
108
$6.01M 0.17%
69,965
109
$5.97M 0.17%
276,233
-77,180
110
$5.88M 0.17%
41,852
-3,442
111
$5.81M 0.17%
218,568
112
$5.73M 0.17%
130,198
113
$5.73M 0.16%
77,178
-5,726
114
$5.71M 0.16%
27,498
+273
115
$5.65M 0.16%
27,289
+611
116
$5.63M 0.16%
+327,083
117
$5.57M 0.16%
+278,256
118
$5.57M 0.16%
14,842
-567
119
$5.56M 0.16%
422,280
+230,140
120
$5.53M 0.16%
106,204
121
$5.52M 0.16%
22,257
+444
122
$5.52M 0.16%
159,465
-905
123
$5.46M 0.16%
62,840
-14,344
124
$5.46M 0.16%
29,743
-86
125
$5.44M 0.16%
234,394
-48,465
3 4
5
6 7