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
1826
– –
-32,089
1827
$0 ﹤0.01%
1,666
1828
$0 ﹤0.01%
1,666
1829
– –
-5,000
1830
$0 ﹤0.01%
2,500
1831
– –
0
1832
– –
-15,178
1833
$0 ﹤0.01%
1,000
1834
$0 ﹤0.01%
2,500
1835
$0 ﹤0.01%
47
1836
– –
-5,000
1837
$0 ﹤0.01%
5,500
1838
$0 ﹤0.01%
9,632
1839
$0 ﹤0.01%
6,700
1840
– –
-63,740
1841
$0 ﹤0.01%
1,500
1842
$0 ﹤0.01%
3,700
1843
$0 ﹤0.01%
1,000
1844
$0 ﹤0.01%
8,944
1845
$0 ﹤0.01%
1,819
1846
$0 ﹤0.01%
13,279
1847
– –
-8,400
1848
$0 ﹤0.01%
1,200
1849
– –
-8,999
1850
– –
-400
72 73
74
75 76