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
1326
$36K ﹤0.01%
+170
1327
$35K ﹤0.01%
+1,000
1328
$35K ﹤0.01%
525
+300
1329
$35K ﹤0.01%
538
1330
$35K ﹤0.01%
344
1331
$35K ﹤0.01%
1,083
+2
1332
$35K ﹤0.01%
1,115
-2
1333
$35K ﹤0.01%
3,332
1334
$35K ﹤0.01%
+1,321
1335
$35K ﹤0.01%
+1,000
1336
$35K ﹤0.01%
62
1337
$35K ﹤0.01%
952
+1
1338
$35K ﹤0.01%
1,470
-214,152
1339
$35K ﹤0.01%
3,600
1340
$35K ﹤0.01%
320
1341
$34K ﹤0.01%
+960
1342
$34K ﹤0.01%
1,000
+500
1343
$34K ﹤0.01%
1,340
+1,298
1344
$34K ﹤0.01%
200
1345
$34K ﹤0.01%
3,490
1346
$34K ﹤0.01%
+3,409
1347
$33K ﹤0.01%
490
1348
$33K ﹤0.01%
1,000
1349
$33K ﹤0.01%
326
1350
$33K ﹤0.01%
3,366
52 53
54
55 56