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
1776
$0 ﹤0.01%
+100
1777
$0 ﹤0.01%
1,000,000
1778
– –
-93
1779
$0 ﹤0.01%
500
1780
$0 ﹤0.01%
35,100
1781
$0 ﹤0.01%
5,450
1782
$0 ﹤0.01%
645
-18,750
1783
$0 ﹤0.01%
2,544,675
1784
$0 ﹤0.01%
1,248,000
1785
$0 ﹤0.01%
640
1786
$0 ﹤0.01%
+6,000
1787
– –
-4,000
1788
– –
-4,382
1789
$0 ﹤0.01%
4,948
1790
$0 ﹤0.01%
50,000
1791
– –
-30,000
1792
$0 ﹤0.01%
15,000
1793
– –
-23
1794
$0 ﹤0.01%
2,700
1795
– –
-10,900
1796
– –
-4,123
1797
$0 ﹤0.01%
8,600
1798
– –
-13,782
1799
$0 ﹤0.01%
6,700
1800
$0 ﹤0.01%
10,000
70 71
72
73 74