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
1501
$2K ﹤0.01%
20,000
1502
$2K ﹤0.01%
12,598
1503
$2K ﹤0.01%
10,150
1504
$2K ﹤0.01%
32,000
1505
$2K ﹤0.01%
23,200
1506
$2K ﹤0.01%
6,450
1507
$2K ﹤0.01%
25,700
1508
$2K ﹤0.01%
4,360
1509
$2K ﹤0.01%
45,547
1510
$2K ﹤0.01%
20,213
1511
$2K ﹤0.01%
22,628
1512
$2K ﹤0.01%
+16,289
1513
$2K ﹤0.01%
222
1514
$2K ﹤0.01%
10,754
1515
$2K ﹤0.01%
400
1516
$2K ﹤0.01%
46,100
1517
$2K ﹤0.01%
947
-100
1518
$2K ﹤0.01%
10
1519
$2K ﹤0.01%
18,269
1520
$2K ﹤0.01%
11,632
1521
$1K ﹤0.01%
24,732
1522
$1K ﹤0.01%
7
-124
1523
$1K ﹤0.01%
28
-116
1524
$1K ﹤0.01%
100
1525
$1K ﹤0.01%
+12
59 60
61
62 63