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
1226
$49K ﹤0.01%
3,100
1227
$49K ﹤0.01%
+100
1228
$49K ﹤0.01%
+5,000
1229
$49K ﹤0.01%
+5,019
1230
$49K ﹤0.01%
+5,000
1231
$49K ﹤0.01%
450
1232
$49K ﹤0.01%
5,000
1233
$49K ﹤0.01%
5,000
1234
$49K ﹤0.01%
5,000
1235
$49K ﹤0.01%
5,000
1236
$49K ﹤0.01%
5,000
1237
$49K ﹤0.01%
5,024
1238
$49K ﹤0.01%
5,000
1239
$49K ﹤0.01%
5,000
1240
$49K ﹤0.01%
5,018
+3,618
1241
$49K ﹤0.01%
+5,000
1242
$49K ﹤0.01%
+5,000
1243
$48K ﹤0.01%
+1,175
1244
$48K ﹤0.01%
1,100
1245
$48K ﹤0.01%
631
-75
1246
$48K ﹤0.01%
103
1247
$48K ﹤0.01%
2,500
+1,695
1248
$48K ﹤0.01%
590
1249
$48K ﹤0.01%
4,813
1250
$48K ﹤0.01%
169
+81
48 49
50
51 52