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
1951
$4K ﹤0.01%
30
1952
$4K ﹤0.01%
+120
1953
$4K ﹤0.01%
61
-200
1954
$4K ﹤0.01%
89
1955
$4K ﹤0.01%
950
+700
1956
$4K ﹤0.01%
100
1957
$4K ﹤0.01%
75
-17
1958
$4K ﹤0.01%
200
+100
1959
$4K ﹤0.01%
100
1960
$4K ﹤0.01%
100
1961
– –
0
1962
$4K ﹤0.01%
+8,347
1963
$4K ﹤0.01%
200
1964
$4K ﹤0.01%
25
1965
$4K ﹤0.01%
4,600
1966
$4K ﹤0.01%
+10,125
1967
$4K ﹤0.01%
8,403
1968
$4K ﹤0.01%
+400
1969
$4K ﹤0.01%
400
1970
$4K ﹤0.01%
7,542
1971
$4K ﹤0.01%
400
1972
$4K ﹤0.01%
+7,300
1973
$4K ﹤0.01%
406
+404
1974
$4K ﹤0.01%
+6,700
1975
$4K ﹤0.01%
400
77 78
79
80 81