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
2101
– –
-285
2102
– –
-6
2103
$0 ﹤0.01%
4
2104
$0 ﹤0.01%
5,050
2105
– –
-37,394
2106
– –
-6
2107
$0 ﹤0.01%
2,500
2108
– –
-48,246
2109
$0 ﹤0.01%
6,204
2110
$0 ﹤0.01%
5,050
2111
– –
-51,128
2112
$0 ﹤0.01%
17,548
2113
– –
-5,900
2114
$0 ﹤0.01%
2,950
2115
$0 ﹤0.01%
7,500
2116
$0 ﹤0.01%
5,382
2117
$0 ﹤0.01%
2,200
2118
– –
-4,400
2119
– –
-605
2120
$0 ﹤0.01%
4,366
2121
– –
-3
2122
– –
-41,993
2123
$0 ﹤0.01%
8,497
2124
$0 ﹤0.01%
28,000
2125
$0 ﹤0.01%
44,500
83 84
85
86 87