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
1576
$1K ﹤0.01%
9
1577
$1K ﹤0.01%
39
1578
$1K ﹤0.01%
33
1579
$1K ﹤0.01%
20
1580
$1K ﹤0.01%
117
1581
$1K ﹤0.01%
17,648
1582
$1K ﹤0.01%
5,318
1583
$1K ﹤0.01%
3,892
1584
$1K ﹤0.01%
17,300
1585
$1K ﹤0.01%
12,552
1586
$1K ﹤0.01%
33,458
1587
$1K ﹤0.01%
3,333
1588
$1K ﹤0.01%
4,563
1589
$1K ﹤0.01%
15,000
1590
$1K ﹤0.01%
5,450
1591
$1K ﹤0.01%
9,900
1592
$1K ﹤0.01%
8,166
1593
$1K ﹤0.01%
10,000
1594
$1K ﹤0.01%
6,450
1595
$1K ﹤0.01%
+1,965
1596
$1K ﹤0.01%
+10,000
1597
$1K ﹤0.01%
59,000
1598
$1K ﹤0.01%
20,184
-10,000
1599
$1K ﹤0.01%
17,500
1600
$1K ﹤0.01%
25,834
62 63
64
65 66