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
926
$121K ﹤0.01%
505
-868
927
$121K ﹤0.01%
3,307
928
$121K ﹤0.01%
1,566
+595
929
$120K ﹤0.01%
2,498
930
$120K ﹤0.01%
+12,000
931
$120K ﹤0.01%
12,300
932
$120K ﹤0.01%
+11,900
933
$120K ﹤0.01%
+12,000
934
$119K ﹤0.01%
398
+166
935
$119K ﹤0.01%
12,200
+2,000
936
$119K ﹤0.01%
1,629
+700
937
$118K ﹤0.01%
12,047
938
$117K ﹤0.01%
605
939
$116K ﹤0.01%
2,060
940
$116K ﹤0.01%
4,600
941
$116K ﹤0.01%
+11,700
942
$115K ﹤0.01%
1,382
943
$115K ﹤0.01%
+11,800
944
$114K ﹤0.01%
2,857
945
$114K ﹤0.01%
+1,100
946
$113K ﹤0.01%
980
947
$112K ﹤0.01%
11,399
+3,800
948
$111K ﹤0.01%
11,107
949
$111K ﹤0.01%
11,250
950
$110K ﹤0.01%
376
+290
36 37
38
39 40