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
1701
$10K ﹤0.01%
300
1702
$10K ﹤0.01%
250
+102
1703
$10K ﹤0.01%
388
1704
$10K ﹤0.01%
550
1705
$10K ﹤0.01%
251
1706
$10K ﹤0.01%
1,500
1707
$10K ﹤0.01%
+25,000
1708
$10K ﹤0.01%
+1,395
1709
$10K ﹤0.01%
10,150
-2,000
1710
$10K ﹤0.01%
9,500
1711
$10K ﹤0.01%
62
1712
$10K ﹤0.01%
6,540
1713
$10K ﹤0.01%
11,600
1714
$10K ﹤0.01%
1,000
1715
$10K ﹤0.01%
1,013
1716
$10K ﹤0.01%
1,000
1717
$10K ﹤0.01%
1,000
1718
$10K ﹤0.01%
14,839
1719
$10K ﹤0.01%
1,000
1720
$10K ﹤0.01%
1,000
1721
$10K ﹤0.01%
680
1722
$10K ﹤0.01%
105
1723
$10K ﹤0.01%
577
+77
1724
$10K ﹤0.01%
223
1725
$9K ﹤0.01%
350
67 68
69
70 71