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
176
$3.44M 0.1%
44,216
-126,798
177
$3.39M 0.1%
346,008
-40,230
178
$3.33M 0.1%
45,768
+41,876
179
$3.33M 0.1%
262,661
+128,931
180
$3.33M 0.1%
229,072
-94
181
$3.31M 0.1%
66,099
+62,188
182
$3.27M 0.09%
107,209
+96,957
183
$3.25M 0.09%
451,480
+143,340
184
$3.25M 0.09%
230,693
-2,500
185
$3.22M 0.09%
+67,814
186
$3.21M 0.09%
14,205
-3,182
187
$3.15M 0.09%
170,924
-28,454
188
$3.11M 0.09%
34,810
189
$3.09M 0.09%
34,430
190
$3.07M 0.09%
235,280
191
$3.05M 0.09%
9,068
-125
192
$3.04M 0.09%
55,696
-9,338
193
$2.98M 0.09%
34,035
-112
194
$2.95M 0.08%
4,682
-160
195
$2.94M 0.08%
159,274
+23,720
196
$2.91M 0.08%
198,900
-6,430
197
$2.9M 0.08%
18,266
-1,937
198
$2.89M 0.08%
13,256
+8,100
199
$2.85M 0.08%
67,257
200
$2.85M 0.08%
134,486
-50,000
6 7
8
9 10