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
1901
$0 ﹤0.01%
3,000
1902
– –
-180
1903
$0 ﹤0.01%
3,800
1904
$0 ﹤0.01%
1,666
1905
$0 ﹤0.01%
468
1906
$0 ﹤0.01%
2,500
1907
$0 ﹤0.01%
2,000
1908
– –
-73,588
1909
– –
-3,000
1910
– –
-20,860
1911
– –
-4,000
1912
– –
-11,900
1913
– –
-5,950
1914
– –
-350
1915
– –
-50,295
1916
$0 ﹤0.01%
1,476
1917
$0 ﹤0.01%
4,125
1918
$0 ﹤0.01%
176,695
1919
– –
-34,000
1920
$0 ﹤0.01%
5,000
1921
– –
-1,000
1922
– –
-22
1923
$0 ﹤0.01%
6,000
1924
– –
-3,000
1925
$0 ﹤0.01%
1,300
75 76
77
78 79