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
1951
– –
-23,170
1952
$0 ﹤0.01%
300
1953
$0 ﹤0.01%
3,350
1954
– –
-59,298
1955
$0 ﹤0.01%
4,000
1956
$0 ﹤0.01%
2,500
1957
$0 ﹤0.01%
2,664
1958
– –
-9,996
1959
$0 ﹤0.01%
1,219
1960
$0 ﹤0.01%
7,900
1961
$0 ﹤0.01%
10,050
1962
$0 ﹤0.01%
2,500
1963
$0 ﹤0.01%
18,700
1964
– –
-15,200
1965
$0 ﹤0.01%
10,450
1966
– –
-20,900
1967
$0 ﹤0.01%
6,000
1968
– –
-58,600
1969
$0 ﹤0.01%
1,400
1970
$0 ﹤0.01%
8,403
1971
– –
-18,002
1972
– –
-9,000
1973
$0 ﹤0.01%
308
1974
$0 ﹤0.01%
8,800
1975
$0 ﹤0.01%
2,500
77 78
79
80 81