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
1151
$58K ﹤0.01%
6,000
1152
$58K ﹤0.01%
1,065
1153
$58K ﹤0.01%
+7,500
1154
$58K ﹤0.01%
600
1155
$57K ﹤0.01%
788
1156
$57K ﹤0.01%
2,000
1157
$57K ﹤0.01%
262
1158
$57K ﹤0.01%
2,076
1159
$57K ﹤0.01%
8,800
1160
$57K ﹤0.01%
5,895
-9,486
1161
$56K ﹤0.01%
+1,520
1162
$56K ﹤0.01%
220
+4
1163
$56K ﹤0.01%
3,000
1164
$56K ﹤0.01%
500
1165
$56K ﹤0.01%
+5,000
1166
$56K ﹤0.01%
864
1167
$55K ﹤0.01%
+5,500
1168
$55K ﹤0.01%
5,592
+5,392
1169
$55K ﹤0.01%
1,500
1170
$55K ﹤0.01%
951
+659
1171
$55K ﹤0.01%
1,313
1172
$55K ﹤0.01%
1,906
1173
$55K ﹤0.01%
250
+66
1174
$55K ﹤0.01%
+5,400
1175
$54K ﹤0.01%
200
45 46
47
48 49