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
1676
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-6,364
1677
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-14,839
1678
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-20,577
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$0 ﹤0.01%
1,500
1680
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-600
1681
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-48,452
1682
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-98,407
1683
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-8,800
1684
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-2,932
1685
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-66
1686
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-11,100
1687
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-1,965
1688
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-4,400
1689
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-77,169
1690
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-6,300
1691
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-903
1692
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1693
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-1
1694
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-6,443
1695
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-3,066
1696
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-6,300
1697
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-28
1698
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-11,692
1699
– –
-1,000
1700
– –
-1,073
66 67
68
69 70