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
1601
$1K ﹤0.01%
17,542
1602
$1K ﹤0.01%
100
1603
$1K ﹤0.01%
11,300
+50
1604
$1K ﹤0.01%
2,600
1605
$1K ﹤0.01%
28,150
1606
$1K ﹤0.01%
23,350
1607
$1K ﹤0.01%
5,850
1608
$1K ﹤0.01%
14,004
1609
$1K ﹤0.01%
3,198
1610
$1K ﹤0.01%
20,339
1611
$1K ﹤0.01%
3,332
1612
$1K ﹤0.01%
100
1613
$1K ﹤0.01%
13,332
1614
$1K ﹤0.01%
10,749
1615
$1K ﹤0.01%
10,000
1616
$1K ﹤0.01%
+1,075
1617
$1K ﹤0.01%
11,850
1618
$1K ﹤0.01%
+5,000
1619
$1K ﹤0.01%
6,139
1620
$1K ﹤0.01%
12,698
1621
$1K ﹤0.01%
16,773
1622
$1K ﹤0.01%
67
1623
$1K ﹤0.01%
20,000
1624
$1K ﹤0.01%
21
1625
$1K ﹤0.01%
7,589
63 64
65
66 67