AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.2B
AUM Growth
+$364M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,639
New
Increased
Reduced
Closed

Top Buys

1
+$51.7M
2
+$14.4M
3
+$12.3M
4
NFYS
Enphys Acquisition Corp.
NFYS
+$11.9M
5
FIS icon
Fidelity National Information Services
FIS
+$10.2M

Top Sells

1
+$39.8M
2
+$18.8M
3
+$17.4M
4
VISN
Vistance Networks Inc
VISN
+$9.14M
5
VT icon
Vanguard Total World Stock ETF
VT
+$8.23M

Sector Composition

1 Industrials 13.07%
2 Financials 12.7%
3 Technology 12.49%
4 Consumer Discretionary 11.44%
5 Healthcare 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$721K 0.02%
73,906
452
$715K 0.02%
73,794
453
$712K 0.02%
32,280
454
$712K 0.02%
148,043
-18,960
455
$708K 0.02%
+94,135
456
$706K 0.02%
+30,000
457
$700K 0.02%
95,999
-216,938
458
$699K 0.02%
71,686
459
$696K 0.02%
+80,530
460
$691K 0.02%
21,552
-2,760
461
$688K 0.02%
4,680
+1,456
462
$685K 0.02%
14,491
+316
463
$683K 0.02%
7,680
-101
464
$683K 0.02%
25,599
+5,704
465
$682K 0.02%
70,192
466
$680K 0.02%
19,450
-350
467
$678K 0.02%
7,820
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468
$672K 0.02%
30,852
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469
$672K 0.02%
6,093
+1,481
470
$669K 0.02%
449
471
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9,743
-127
472
$664K 0.02%
30,493
-27,210
473
$655K 0.02%
67,497
474
$650K 0.02%
6,732
475
$647K 0.02%
40,821
+10,172
17 18
19
20 21