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
201
$2.81M 0.08%
49,177
+9,817
202
$2.81M 0.08%
37,302
-1,179
203
$2.79M 0.08%
10,958
+214
204
$2.72M 0.08%
23,025
-440
205
$2.71M 0.08%
37,663
+2,930
206
$2.68M 0.08%
1,068,531
207
$2.67M 0.08%
49,983
208
$2.67M 0.08%
58,300
+893
209
$2.66M 0.08%
94,039
-10,540
210
$2.65M 0.08%
41,704
+1,102
211
$2.64M 0.08%
60,591
+1,479
212
$2.6M 0.08%
55,515
-1,848
213
$2.6M 0.07%
4,885,991
-258,547
214
$2.59M 0.07%
13,618
-3,281
215
$2.54M 0.07%
19,615
-376
216
$2.54M 0.07%
+120,943
217
$2.52M 0.07%
6,888
+821
218
$2.52M 0.07%
30,255
-473
219
$2.44M 0.07%
24,384
-11,363
220
$2.43M 0.07%
158,611
221
$2.42M 0.07%
1,611,471
-931,584
222
$2.4M 0.07%
30,300
-16,200
223
$2.39M 0.07%
15,752
+300
224
$2.38M 0.07%
9,640
-23
225
$2.36M 0.07%
19,240
-2,230
7 8
9
10 11