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
1426
$26K ﹤0.01%
+200
1427
$26K ﹤0.01%
6,000
1428
$26K ﹤0.01%
440
1429
$26K ﹤0.01%
2,700
+2,000
1430
$25K ﹤0.01%
500
1431
$25K ﹤0.01%
184
1432
$25K ﹤0.01%
3,705
-833
1433
$25K ﹤0.01%
+300
1434
$25K ﹤0.01%
500
1435
$25K ﹤0.01%
2,177
1436
$25K ﹤0.01%
600
1437
$25K ﹤0.01%
1,411
1438
$25K ﹤0.01%
1,822
1439
$25K ﹤0.01%
49,309
1440
$25K ﹤0.01%
456
1441
$25K ﹤0.01%
478
1442
$25K ﹤0.01%
325
1443
$25K ﹤0.01%
369
-45
1444
$24K ﹤0.01%
216
1445
$24K ﹤0.01%
1,104
+264
1446
$24K ﹤0.01%
429
-417
1447
$24K ﹤0.01%
1,000
1448
$24K ﹤0.01%
270
+125
1449
$24K ﹤0.01%
200
1450
$24K ﹤0.01%
1,000
56 57
58
59 60