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
1401
$4K ﹤0.01%
44
-49
1402
$4K ﹤0.01%
310
-10
1403
$4K ﹤0.01%
+100
1404
$4K ﹤0.01%
82
-4,415
1405
$4K ﹤0.01%
300
+50
1406
$4K ﹤0.01%
100
-500
1407
$4K ﹤0.01%
27
-2,511
1408
$4K ﹤0.01%
250
1409
$4K ﹤0.01%
1,500
-500
1410
$4K ﹤0.01%
13,199
1411
$4K ﹤0.01%
+366
1412
$4K ﹤0.01%
1,500
1413
$4K ﹤0.01%
+12,761
1414
$4K ﹤0.01%
30,525
1415
$4K ﹤0.01%
25
1416
$3K ﹤0.01%
12
1417
$3K ﹤0.01%
163
+33
1418
$3K ﹤0.01%
667
+600
1419
$3K ﹤0.01%
634
1420
$3K ﹤0.01%
125
1421
$3K ﹤0.01%
56
1422
$3K ﹤0.01%
200
1423
$3K ﹤0.01%
100
1424
$3K ﹤0.01%
81
-54
1425
$3K ﹤0.01%
23
+2
55 56
57
58 59