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
1876
$0 ﹤0.01%
5,000
1877
– –
-7,000
1878
– –
-5,000
1879
– –
-7,000
1880
– –
-4,563
1881
– –
-7,617
1882
$0 ﹤0.01%
2,000
1883
$0 ﹤0.01%
5,141
1884
$0 ﹤0.01%
300
1885
$0 ﹤0.01%
500
1886
$0 ﹤0.01%
250
1887
$0 ﹤0.01%
32
1888
$0 ﹤0.01%
11,585
1889
$0 ﹤0.01%
1,550
1890
– –
-12,800
1891
$0 ﹤0.01%
100
1892
$0 ﹤0.01%
200
1893
$0 ﹤0.01%
1,600
1894
– –
-3,300
1895
$0 ﹤0.01%
9,100
1896
– –
-2,000
1897
$0 ﹤0.01%
+1,000
1898
$0 ﹤0.01%
6,966
+300
1899
– –
-900
1900
– –
-4,000
74 75
76
77 78