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
1226
$11K ﹤0.01%
1,000
1227
$11K ﹤0.01%
1,126
1228
$10K ﹤0.01%
+152
1229
$10K ﹤0.01%
3,000
+1,000
1230
$10K ﹤0.01%
+1,000
1231
$10K ﹤0.01%
1,000
-16,211
1232
$10K ﹤0.01%
410
+343
1233
$10K ﹤0.01%
410
-1,455
1234
$10K ﹤0.01%
108
-108
1235
$10K ﹤0.01%
232
+18
1236
$10K ﹤0.01%
+73
1237
$10K ﹤0.01%
600
1238
$10K ﹤0.01%
1,000
1239
$10K ﹤0.01%
138
+20
1240
$10K ﹤0.01%
270
1241
$10K ﹤0.01%
81
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1242
$10K ﹤0.01%
939
-1,469
1243
$10K ﹤0.01%
304
+2
1244
$10K ﹤0.01%
100
1245
$10K ﹤0.01%
200
1246
$10K ﹤0.01%
300
1247
$10K ﹤0.01%
1,000
1248
$10K ﹤0.01%
1,000
-8,127
1249
$10K ﹤0.01%
361
1250
$10K ﹤0.01%
14,451
-8,100
48 49
50
51 52