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
1951
$0 ﹤0.01%
5,000
1952
$0 ﹤0.01%
11,000
1953
$0 ﹤0.01%
13,455
1954
– –
-325
1955
$0 ﹤0.01%
23,040
1956
$0 ﹤0.01%
10,000
1957
$0 ﹤0.01%
1,332
1958
– –
-141,603
1959
– –
-400
1960
– –
-5,000
1961
$0 ﹤0.01%
6,194
1962
– –
-2,388
1963
$0 ﹤0.01%
3,000
1964
$0 ﹤0.01%
5,589
1965
$0 ﹤0.01%
2,652
1966
$0 ﹤0.01%
1,259
1967
$0 ﹤0.01%
1,550
1968
– –
-32,000
1969
$0 ﹤0.01%
9,400
1970
– –
-15,833
1971
– –
-23,200
1972
$0 ﹤0.01%
667
1973
– –
-5,975
1974
$0 ﹤0.01%
1,600
1975
$0 ﹤0.01%
36
77 78
79
80 81