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
1451
$3K ﹤0.01%
+100
1452
$3K ﹤0.01%
6,027
1453
$3K ﹤0.01%
300
1454
$3K ﹤0.01%
+61
1455
$2K ﹤0.01%
12,300
1456
$2K ﹤0.01%
5,418
1457
$2K ﹤0.01%
+200
1458
$2K ﹤0.01%
24,976
1459
$2K ﹤0.01%
27
1460
$2K ﹤0.01%
30
1461
$2K ﹤0.01%
50
1462
$2K ﹤0.01%
479
1463
$2K ﹤0.01%
91
-79
1464
$2K ﹤0.01%
250
1465
$2K ﹤0.01%
100
1466
$2K ﹤0.01%
165
-3
1467
$2K ﹤0.01%
420
1468
$2K ﹤0.01%
27
1469
$2K ﹤0.01%
11,718
1470
$2K ﹤0.01%
16
-112
1471
$2K ﹤0.01%
666
1472
$2K ﹤0.01%
50
1473
$2K ﹤0.01%
25
1474
$2K ﹤0.01%
1,450
1475
$2K ﹤0.01%
50
57 58
59
60 61