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
1926
$0 ﹤0.01%
6,500
1927
– –
-10,000
1928
$0 ﹤0.01%
666
1929
$0 ﹤0.01%
5,200
1930
– –
-5,000
1931
$0 ﹤0.01%
2,500
1932
$0 ﹤0.01%
9,950
1933
– –
-5,000
1934
– –
-7,000
1935
$0 ﹤0.01%
5,050
1936
– –
-36,540
1937
– –
-20,000
1938
– –
-10,900
1939
$0 ﹤0.01%
10,850
1940
– –
-300
1941
$0 ﹤0.01%
4,550
1942
– –
-14,306
1943
$0 ﹤0.01%
3,750
1944
– –
-24,500
1945
$0 ﹤0.01%
13
1946
$0 ﹤0.01%
3,100
1947
$0 ﹤0.01%
25,000
1948
– –
-20,000
1949
$0 ﹤0.01%
10,000
1950
– –
-20,000
76 77
78
79 80