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
1401
$28K ﹤0.01%
+2,800
1402
$28K ﹤0.01%
53,700
1403
$28K ﹤0.01%
600
1404
$28K ﹤0.01%
3,268
-1,000
1405
$28K ﹤0.01%
2,800
1406
$27K ﹤0.01%
191
-125
1407
$27K ﹤0.01%
70
1408
$27K ﹤0.01%
352
1409
$27K ﹤0.01%
496
1410
$27K ﹤0.01%
335
1411
$27K ﹤0.01%
441
1412
$27K ﹤0.01%
167
1413
$27K ﹤0.01%
465
1414
$27K ﹤0.01%
+2,700
1415
$27K ﹤0.01%
1,636
-1,890
1416
$26K ﹤0.01%
480
+74
1417
$26K ﹤0.01%
809
1418
$26K ﹤0.01%
689
1419
$26K ﹤0.01%
308
1420
$26K ﹤0.01%
1,030
+360
1421
$26K ﹤0.01%
+2,600
1422
$26K ﹤0.01%
+4,634
1423
$26K ﹤0.01%
47,419
1424
$26K ﹤0.01%
600
1425
$26K ﹤0.01%
2,700
55 56
57
58 59