AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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%
490
1927
$5K ﹤0.01%
10,542
1928
$5K ﹤0.01%
+500
1929
$5K ﹤0.01%
8,600
1930
$5K ﹤0.01%
50
1931
$5K ﹤0.01%
+500
1932
$5K ﹤0.01%
119
1933
$5K ﹤0.01%
37
+19
1934
$5K ﹤0.01%
+10,000
1935
$5K ﹤0.01%
+3,862
1936
$5K ﹤0.01%
500
1937
$4K ﹤0.01%
6
1938
$4K ﹤0.01%
100
1939
$4K ﹤0.01%
35
1940
$4K ﹤0.01%
48
1941
$4K ﹤0.01%
+4,433
1942
$4K ﹤0.01%
+125
1943
$4K ﹤0.01%
30
1944
$4K ﹤0.01%
+120
1945
$4K ﹤0.01%
61
-200
1946
$4K ﹤0.01%
89
1947
$4K ﹤0.01%
950
+700
1948
$4K ﹤0.01%
100
1949
$4K ﹤0.01%
75
-17
1950
$4K ﹤0.01%
200
+100
76 77
78
79 80