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
1976
$0 ﹤0.01%
2,250
1977
– –
-4,500
1978
$0 ﹤0.01%
4,500
1979
$0 ﹤0.01%
4,098
1980
$0 ﹤0.01%
4,300
1981
$0 ﹤0.01%
66
1982
– –
-3,030
1983
$0 ﹤0.01%
5,200
1984
$0 ﹤0.01%
5,000
1985
– –
-17,900
1986
$0 ﹤0.01%
132
1987
– –
0
1988
$0 ﹤0.01%
1,000
1989
– –
-100
1990
$0 ﹤0.01%
1,600
1991
– –
-3,200
1992
$0 ﹤0.01%
+5,400
1993
$0 ﹤0.01%
2,700
1994
$0 ﹤0.01%
6,132
1995
– –
-1,261
1996
$0 ﹤0.01%
50
1997
$0 ﹤0.01%
119
1998
– –
-19,824
1999
$0 ﹤0.01%
4,663
2000
– –
-32,801
78 79
80
81 82