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
1301
$8K ﹤0.01%
1,068
1302
$8K ﹤0.01%
800
1303
$8K ﹤0.01%
11,600
1304
$8K ﹤0.01%
533
1305
$7K ﹤0.01%
257
1306
$7K ﹤0.01%
109
+9
1307
$7K ﹤0.01%
85
1308
$7K ﹤0.01%
319
1309
$7K ﹤0.01%
400
1310
$7K ﹤0.01%
195
1311
$7K ﹤0.01%
43
1312
$7K ﹤0.01%
100
1313
$7K ﹤0.01%
175
1314
$7K ﹤0.01%
48
1315
$7K ﹤0.01%
300
-10,000
1316
$7K ﹤0.01%
1,386
1317
$7K ﹤0.01%
189
1318
$7K ﹤0.01%
133
-75
1319
$7K ﹤0.01%
111
1320
$7K ﹤0.01%
136
1321
$7K ﹤0.01%
225
-317
1322
$7K ﹤0.01%
105
1323
$7K ﹤0.01%
176
1324
$7K ﹤0.01%
185
1325
$7K ﹤0.01%
148
51 52
53
54 55