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
1926
$5K ﹤0.01%
500
1927
$5K ﹤0.01%
464
1928
$5K ﹤0.01%
7,600
1929
$5K ﹤0.01%
490
1930
$5K ﹤0.01%
10,542
1931
$5K ﹤0.01%
+500
1932
$5K ﹤0.01%
8,600
1933
$5K ﹤0.01%
50
1934
$5K ﹤0.01%
+500
1935
$5K ﹤0.01%
+10,000
1936
$5K ﹤0.01%
500
1937
$4K ﹤0.01%
+401
1938
$4K ﹤0.01%
400
1939
$4K ﹤0.01%
+9,600
1940
$4K ﹤0.01%
500
1941
$4K ﹤0.01%
1,000
1942
$4K ﹤0.01%
400
1943
$4K ﹤0.01%
300
1944
$4K ﹤0.01%
25
1945
$4K ﹤0.01%
6
1946
$4K ﹤0.01%
100
1947
$4K ﹤0.01%
35
1948
$4K ﹤0.01%
48
1949
$4K ﹤0.01%
+4,433
1950
$4K ﹤0.01%
+125
76 77
78
79 80