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
1626
$1K ﹤0.01%
7,500
1627
$1K ﹤0.01%
15,000
1628
$1K ﹤0.01%
36,652
1629
$1K ﹤0.01%
5,050
1630
$1K ﹤0.01%
10,639
1631
$1K ﹤0.01%
30,752
1632
$1K ﹤0.01%
9,038
1633
$1K ﹤0.01%
5,400
1634
$1K ﹤0.01%
75
1635
$1K ﹤0.01%
2,332
1636
$1K ﹤0.01%
1,666
1637
$1K ﹤0.01%
15,350
1638
$1K ﹤0.01%
13,850
1639
$1K ﹤0.01%
25,198
1640
$1K ﹤0.01%
14,600
1641
$1K ﹤0.01%
45,000
1642
$1K ﹤0.01%
7,650
-7,000
1643
$1K ﹤0.01%
6,250
1644
$1K ﹤0.01%
100
1645
$1K ﹤0.01%
8,500
1646
$1K ﹤0.01%
26,400
1647
$1K ﹤0.01%
24,000
1648
$0 ﹤0.01%
250
1649
$0 ﹤0.01%
3,000
1650
$0 ﹤0.01%
5,000
64 65
66
67 68