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
1501
$20K ﹤0.01%
630
1502
$20K ﹤0.01%
200
1503
$20K ﹤0.01%
127
1504
$20K ﹤0.01%
86
+1
1505
$20K ﹤0.01%
2,000
1506
$20K ﹤0.01%
630
1507
$20K ﹤0.01%
+2,000
1508
$20K ﹤0.01%
2,000
1509
$20K ﹤0.01%
29,684
1510
$20K ﹤0.01%
2,011
+2,000
1511
$20K ﹤0.01%
2,000
1512
$20K ﹤0.01%
2,000
1513
$20K ﹤0.01%
36,647
1514
$20K ﹤0.01%
30,752
1515
$20K ﹤0.01%
2,000
1516
$20K ﹤0.01%
2,000
1517
$20K ﹤0.01%
+7,000
1518
$20K ﹤0.01%
500
1519
$20K ﹤0.01%
+2,000
1520
$19K ﹤0.01%
190
-200
1521
$19K ﹤0.01%
4,000
1522
$19K ﹤0.01%
24,395
1523
$19K ﹤0.01%
186
1524
$19K ﹤0.01%
210
1525
$19K ﹤0.01%
57
+15
59 60
61
62 63