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
1826
$0 ﹤0.01%
335
1827
$0 ﹤0.01%
1,050
1828
$0 ﹤0.01%
8,600
1829
$0 ﹤0.01%
332
1830
$0 ﹤0.01%
250
1831
$0 ﹤0.01%
17,900
1832
$0 ﹤0.01%
1,704
1833
– –
-3,409
1834
– –
-10,000
1835
$0 ﹤0.01%
5,000
1836
$0 ﹤0.01%
6,944
-10,000
1837
$0 ﹤0.01%
1,194
1838
– –
-32,089
1839
$0 ﹤0.01%
1,666
1840
$0 ﹤0.01%
1,666
1841
– –
-5,000
1842
$0 ﹤0.01%
2,500
1843
– –
0
1844
– –
-15,178
1845
$0 ﹤0.01%
1,000
1846
$0 ﹤0.01%
2,500
1847
$0 ﹤0.01%
47
1848
– –
-63,740
1849
$0 ﹤0.01%
1,500
1850
$0 ﹤0.01%
3,700
72 73
74
75 76