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
1726
– –
-6
1727
$0 ﹤0.01%
12,098
1728
$0 ﹤0.01%
11,440
1729
$0 ﹤0.01%
2,725
1730
– –
-2,147
1731
– –
-35,153
1732
$0 ﹤0.01%
825
1733
– –
-24,300
1734
$0 ﹤0.01%
687
1735
$0 ﹤0.01%
34,870
1736
$0 ﹤0.01%
9,979
1737
– –
-13,000
1738
$0 ﹤0.01%
2,607
1739
$0 ﹤0.01%
5,298
1740
– –
-1,116
1741
– –
-5,000
1742
– –
-47,519
1743
– –
-2,200
1744
$0 ﹤0.01%
15,000
1745
– –
-12,761
1746
– –
-3,304
1747
– –
-3,825
1748
– –
-103
1749
$0 ﹤0.01%
2,529
1750
– –
-639
68 69
70
71 72