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
1476
$2K ﹤0.01%
274
1477
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50
1478
$2K ﹤0.01%
908
1479
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94
1480
$2K ﹤0.01%
199
-980
1481
$2K ﹤0.01%
+6
1482
$2K ﹤0.01%
59,722
1483
$2K ﹤0.01%
525
1484
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16
1485
$2K ﹤0.01%
575
1486
$2K ﹤0.01%
100
1487
$2K ﹤0.01%
150
1488
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200
1489
$2K ﹤0.01%
126
1490
$2K ﹤0.01%
100
-550
1491
$2K ﹤0.01%
22,789
1492
$2K ﹤0.01%
8
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1493
$2K ﹤0.01%
28
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1494
$2K ﹤0.01%
1,225
1495
$2K ﹤0.01%
35
1496
$2K ﹤0.01%
8
1497
$2K ﹤0.01%
100
-1,500
1498
$2K ﹤0.01%
28
-28
1499
$2K ﹤0.01%
52,800
1500
$2K ﹤0.01%
11,698
58 59
60
61 62