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
2001
$3K ﹤0.01%
+5,000
2002
$3K ﹤0.01%
3,175
2003
$3K ﹤0.01%
8
2004
$3K ﹤0.01%
3,892
2005
$3K ﹤0.01%
+3,332
2006
$3K ﹤0.01%
5,300
+5,000
2007
$3K ﹤0.01%
+5,450
2008
$3K ﹤0.01%
+4,500
2009
$3K ﹤0.01%
3,200
2010
$3K ﹤0.01%
+5,850
2011
$3K ﹤0.01%
3,179
2012
$3K ﹤0.01%
+5,000
2013
$3K ﹤0.01%
+140
2014
$3K ﹤0.01%
4,125
2015
$3K ﹤0.01%
6,364
2016
$3K ﹤0.01%
300
2017
$3K ﹤0.01%
6,000
+2,000
2018
$3K ﹤0.01%
5,770
2019
$3K ﹤0.01%
5,132
2020
$3K ﹤0.01%
6,200
2021
$3K ﹤0.01%
+6,550
2022
$3K ﹤0.01%
+5,900
2023
$3K ﹤0.01%
+2,778
2024
$3K ﹤0.01%
+1,000
2025
$3K ﹤0.01%
36
79 80
81
82 83