AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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
751
$217K 0.01%
46,169
752
$216K 0.01%
1,458
-16,694
753
$215K 0.01%
2,002
+1,354
754
$215K 0.01%
4,744
755
$215K 0.01%
+20,900
756
$215K 0.01%
44,000
757
$214K 0.01%
3,634
+170
758
$208K ﹤0.01%
3,000
759
$208K ﹤0.01%
814
760
$207K ﹤0.01%
5,437
-107
761
$207K ﹤0.01%
2,341
+1,916
762
$206K ﹤0.01%
20,789
763
$205K ﹤0.01%
1,548
764
$204K ﹤0.01%
869
+50
765
$203K ﹤0.01%
+20,000
766
$203K ﹤0.01%
2,702
-873
767
$203K ﹤0.01%
+20,000
768
$202K ﹤0.01%
1,962
+1,278
769
$202K ﹤0.01%
20,100
770
$201K ﹤0.01%
+20,000
771
$201K ﹤0.01%
20,713
772
$201K ﹤0.01%
+19,800
773
$200K ﹤0.01%
24,106
-1,344
774
$200K ﹤0.01%
+4,800
775
$200K ﹤0.01%
+19,900
29 30
31
32 33