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
1551
$1K ﹤0.01%
+6
1552
$1K ﹤0.01%
21
1553
$1K ﹤0.01%
176
1554
$1K ﹤0.01%
100
1555
$1K ﹤0.01%
4,100
1556
$1K ﹤0.01%
+2
1557
$1K ﹤0.01%
+46
1558
$1K ﹤0.01%
+10
1559
$1K ﹤0.01%
6,325
1560
$1K ﹤0.01%
+100
1561
$1K ﹤0.01%
27
-3,223
1562
$1K ﹤0.01%
+4
1563
$1K ﹤0.01%
10,769
1564
$1K ﹤0.01%
85
1565
$1K ﹤0.01%
16,000
1566
$1K ﹤0.01%
185
-262
1567
$1K ﹤0.01%
91
1568
$1K ﹤0.01%
135
1569
$1K ﹤0.01%
68
1570
$1K ﹤0.01%
23
-2
1571
$1K ﹤0.01%
+10
1572
$1K ﹤0.01%
116
1573
$1K ﹤0.01%
+3
1574
$1K ﹤0.01%
6,650
1575
$1K ﹤0.01%
149
-1,214
61 62
63
64 65