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
2026
$0 ﹤0.01%
25
2027
$0 ﹤0.01%
579
2028
$0 ﹤0.01%
87
2029
$0 ﹤0.01%
3,200
2030
$0 ﹤0.01%
359
2031
– –
-1,608
2032
$0 ﹤0.01%
1,250
2033
– –
-25,257
2034
– –
-59,519
2035
$0 ﹤0.01%
100
2036
$0 ﹤0.01%
188
2037
$0 ﹤0.01%
2,500
2038
– –
-5,000
2039
$0 ﹤0.01%
2,500
2040
– –
-14,400
2041
$0 ﹤0.01%
7,200
2042
– –
0
2043
$0 ﹤0.01%
8,150
2044
– –
-5,000
2045
– –
-30,300
2046
$0 ﹤0.01%
14,425
2047
– –
-2,900
2048
$0 ﹤0.01%
1,006
2049
$0 ﹤0.01%
58
2050
– –
-300
80 81
82
83 84