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
1676
$11K ﹤0.01%
+203
1677
$11K ﹤0.01%
1,100
1678
$11K ﹤0.01%
+16,500
1679
$11K ﹤0.01%
1,100
1680
$11K ﹤0.01%
1,068
1681
$11K ﹤0.01%
1,100
1682
$11K ﹤0.01%
400
1683
$11K ﹤0.01%
20,860
1684
$11K ﹤0.01%
1,100
1685
$11K ﹤0.01%
13,698
1686
$11K ﹤0.01%
525
1687
$11K ﹤0.01%
+1,060
1688
$11K ﹤0.01%
27
-1
1689
$11K ﹤0.01%
43
1690
$10K ﹤0.01%
16,866
1691
$10K ﹤0.01%
1,000
1692
$10K ﹤0.01%
+1,000
1693
$10K ﹤0.01%
257
1694
$10K ﹤0.01%
347
1695
$10K ﹤0.01%
250
-134,502
1696
$10K ﹤0.01%
475
1697
$10K ﹤0.01%
70
1698
$10K ﹤0.01%
300
1699
$10K ﹤0.01%
+67
1700
$10K ﹤0.01%
77
66 67
68
69 70