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
1426
$3K ﹤0.01%
31
1427
$3K ﹤0.01%
59
1428
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45
1429
$3K ﹤0.01%
100
-1,500
1430
$3K ﹤0.01%
100
1431
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+100
1432
$3K ﹤0.01%
500
-1,000
1433
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14
1434
$3K ﹤0.01%
145
1435
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100
1436
$3K ﹤0.01%
20,000
1437
$3K ﹤0.01%
34
1438
$3K ﹤0.01%
20
-1,472
1439
$3K ﹤0.01%
286
1440
$3K ﹤0.01%
25
1441
$3K ﹤0.01%
38
-90
1442
$3K ﹤0.01%
200
1443
$3K ﹤0.01%
30,400
1444
$3K ﹤0.01%
49,309
1445
$3K ﹤0.01%
1
1446
$3K ﹤0.01%
+43,163
1447
$3K ﹤0.01%
533
1448
$3K ﹤0.01%
57,107
1449
$3K ﹤0.01%
300
1450
$3K ﹤0.01%
+20
56 57
58
59 60