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
151
$4.44M 0.13%
31,453
+3,114
152
$4.43M 0.13%
143,027
+25
153
$4.24M 0.12%
44,880
+80
154
$4.19M 0.12%
50,168
+1,131
155
$4.19M 0.12%
21,018
-304
156
$4.11M 0.12%
87,970
-56,555
157
$4.09M 0.12%
98,574
-37,478
158
$4.05M 0.12%
37,890
-58,929
159
$4.02M 0.12%
110,333
+75,745
160
$3.98M 0.11%
426,683
+28,951
161
$3.92M 0.11%
40,949
+1
162
$3.83M 0.11%
350,502
-120,771
163
$3.8M 0.11%
117,850
164
$3.77M 0.11%
15,904
+1,572
165
$3.74M 0.11%
46,981
-70
166
$3.73M 0.11%
35,288
+3,900
167
$3.71M 0.11%
230,566
-185,098
168
$3.69M 0.11%
17,235
+115
169
$3.59M 0.1%
140,110
+63,389
170
$3.53M 0.1%
57,356
+64
171
$3.52M 0.1%
154,136
-154,686
172
$3.52M 0.1%
631,267
-1,053
173
$3.51M 0.1%
12,045
+29
174
$3.5M 0.1%
49,710
-67,120
175
$3.46M 0.1%
32,136
-110
5 6
7
8 9