AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
1651
$0 ﹤0.01%
5,000
1652
$0 ﹤0.01%
1,666
1653
$0 ﹤0.01%
2,500
1654
$0 ﹤0.01%
2,600
1655
$0 ﹤0.01%
1,450
1656
$0 ﹤0.01%
6,500
1657
$0 ﹤0.01%
1,679
1658
$0 ﹤0.01%
142
1659
$0 ﹤0.01%
1,000
1660
– –
-95,719
1661
$0 ﹤0.01%
10
1662
– –
-13
1663
– –
-2,818
1664
– –
-3,466
1665
– –
-750
1666
– –
-11,795
1667
– –
-74,200
1668
– –
-6,364
1669
– –
-14,839
1670
– –
-20,577
1671
$0 ﹤0.01%
1,500
1672
– –
-600
1673
– –
-48,452
1674
– –
-98,407
1675
– –
-8,800
65 66
67
68 69