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
851
$156K ﹤0.01%
475
852
$156K ﹤0.01%
9,688
853
$155K ﹤0.01%
933
854
$155K ﹤0.01%
15,806
855
$155K ﹤0.01%
16,002
856
$155K ﹤0.01%
15,000
857
$155K ﹤0.01%
15,900
858
$155K ﹤0.01%
+15,437
859
$154K ﹤0.01%
12
860
$154K ﹤0.01%
+15,178
861
$154K ﹤0.01%
1,700
862
$152K ﹤0.01%
+540
863
$152K ﹤0.01%
15,989
864
$151K ﹤0.01%
2,577
865
$150K ﹤0.01%
519
866
$150K ﹤0.01%
15,100
867
$149K ﹤0.01%
+15,000
868
$149K ﹤0.01%
15,000
869
$148K ﹤0.01%
4,935
+2,100
870
$148K ﹤0.01%
15,200
871
$148K ﹤0.01%
+15,000
872
$147K ﹤0.01%
4,300
873
$147K ﹤0.01%
15,100
874
$146K ﹤0.01%
4,850
+1,000
875
$146K ﹤0.01%
15,000
33 34
35
36 37