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
1976
$4K ﹤0.01%
+9,600
1977
$4K ﹤0.01%
500
1978
$4K ﹤0.01%
1,000
1979
$4K ﹤0.01%
400
1980
$4K ﹤0.01%
300
1981
$4K ﹤0.01%
25
1982
$4K ﹤0.01%
+6,501
1983
$4K ﹤0.01%
4,600
1984
$3K ﹤0.01%
3,450
1985
$3K ﹤0.01%
2
1986
$3K ﹤0.01%
30
1987
$3K ﹤0.01%
666
1988
$3K ﹤0.01%
50
1989
$3K ﹤0.01%
+94
1990
$3K ﹤0.01%
50
1991
$3K ﹤0.01%
108
1992
$3K ﹤0.01%
100
1993
$3K ﹤0.01%
150
1994
$3K ﹤0.01%
100
1995
$3K ﹤0.01%
130
1996
$3K ﹤0.01%
6,000
1997
$3K ﹤0.01%
1,900
-3,100
1998
$3K ﹤0.01%
68
1999
$3K ﹤0.01%
10
2000
$3K ﹤0.01%
51
78 79
80
81 82