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
2001
$0 ﹤0.01%
6,540
2002
$0 ﹤0.01%
25
2003
$0 ﹤0.01%
579
2004
$0 ﹤0.01%
87
2005
$0 ﹤0.01%
3,200
2006
$0 ﹤0.01%
359
2007
– –
-1,608
2008
$0 ﹤0.01%
1,250
2009
– –
-25,257
2010
– –
-59,519
2011
$0 ﹤0.01%
100
2012
$0 ﹤0.01%
188
2013
$0 ﹤0.01%
2,500
2014
– –
-5,000
2015
$0 ﹤0.01%
2,500
2016
– –
-14,400
2017
$0 ﹤0.01%
7,200
2018
– –
0
2019
$0 ﹤0.01%
8,150
2020
– –
-30,300
2021
$0 ﹤0.01%
14,425
2022
– –
-2,900
2023
$0 ﹤0.01%
1,006
2024
– –
-30,000
2025
$0 ﹤0.01%
15,000
79 80
81
82 83