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
2151
$0 ﹤0.01%
6,000
2152
– –
-3,000
2153
$0 ﹤0.01%
1,300
2154
$0 ﹤0.01%
6,500
2155
– –
-10,000
2156
$0 ﹤0.01%
666
2157
$0 ﹤0.01%
5,200
2158
– –
-5,000
2159
$0 ﹤0.01%
2,500
2160
– –
-14,434
2161
$0 ﹤0.01%
10,825
2162
– –
-5,000
2163
$0 ﹤0.01%
9,950
2164
– –
-5,000
2165
$0 ﹤0.01%
5,050
2166
– –
-36,540
2167
– –
-20,000
2168
– –
-10,900
2169
$0 ﹤0.01%
10,850
2170
– –
-300
2171
$0 ﹤0.01%
4,550
2172
– –
-14,306
2173
$0 ﹤0.01%
3,750
2174
– –
-24,500
2175
$0 ﹤0.01%
13
85 86
87
88 89