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
901
$132K ﹤0.01%
13,305
902
$132K ﹤0.01%
+12,900
903
$131K ﹤0.01%
987
+1
904
$131K ﹤0.01%
1,300
-150
905
$131K ﹤0.01%
13,319
+2,519
906
$130K ﹤0.01%
+13,100
907
$130K ﹤0.01%
1,765
-44,616
908
$129K ﹤0.01%
5,000
909
$129K ﹤0.01%
+13,000
910
$128K ﹤0.01%
2,196
911
$128K ﹤0.01%
47,023
912
$127K ﹤0.01%
1,270
913
$127K ﹤0.01%
+13,003
914
$126K ﹤0.01%
12,724
915
$125K ﹤0.01%
+12,410
916
$125K ﹤0.01%
+12,800
917
$125K ﹤0.01%
2,037
918
$125K ﹤0.01%
1,113
+5
919
$125K ﹤0.01%
1,284
-200
920
$125K ﹤0.01%
12,400
921
$124K ﹤0.01%
2,437
-612
922
$124K ﹤0.01%
+12,388
923
$123K ﹤0.01%
488
-15
924
$122K ﹤0.01%
1,656
-911
925
$122K ﹤0.01%
+12,000
35 36
37
38 39