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
126
$5.42M 0.16%
155,090
-346
127
$5.37M 0.15%
31,552
128
$5.28M 0.15%
61,257
-20,744
129
$5.22M 0.15%
160,040
+67,660
130
$5.21M 0.15%
52,568
-453
131
$5.2M 0.15%
450,278
-28,692
132
$5.14M 0.15%
102,039
+1,964
133
$5.08M 0.15%
19,095
-46
134
$5.04M 0.15%
2,500
+114
135
$5.03M 0.14%
106,326
+77,229
136
$5.01M 0.14%
499,857
-473
137
$4.94M 0.14%
37,100
-90
138
$4.92M 0.14%
33,569
+1,221
139
$4.86M 0.14%
201,448
-8,209
140
$4.83M 0.14%
88,804
141
$4.73M 0.14%
244,835
+70,580
142
$4.68M 0.13%
36,311
+10,039
143
$4.68M 0.13%
+131,950
144
$4.64M 0.13%
44,596
+323
145
$4.64M 0.13%
41,816
+249
146
$4.58M 0.13%
+116,166
147
$4.58M 0.13%
55,995
+210
148
$4.55M 0.13%
70,475
-4,230
149
$4.53M 0.13%
115,087
-12,848
150
$4.48M 0.13%
60,600
+3,362
4 5
6
7 8