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
2001
$0 ﹤0.01%
36
2002
$0 ﹤0.01%
2,250
2003
– –
-4,500
2004
$0 ﹤0.01%
4,500
2005
$0 ﹤0.01%
66
2006
– –
-3,030
2007
$0 ﹤0.01%
5,200
2008
$0 ﹤0.01%
5,000
2009
– –
-17,900
2010
$0 ﹤0.01%
132
2011
– –
0
2012
$0 ﹤0.01%
1,000
2013
– –
-100
2014
$0 ﹤0.01%
1,600
2015
– –
-3,200
2016
$0 ﹤0.01%
+5,400
2017
$0 ﹤0.01%
2,700
2018
$0 ﹤0.01%
6,132
2019
– –
-1,261
2020
$0 ﹤0.01%
50
2021
$0 ﹤0.01%
119
2022
– –
-19,824
2023
$0 ﹤0.01%
4,663
2024
– –
-32,801
2025
$0 ﹤0.01%
6,540
79 80
81
82 83