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
2026
$3K ﹤0.01%
+5,900
2027
$3K ﹤0.01%
+2,778
2028
$3K ﹤0.01%
+1,000
2029
$3K ﹤0.01%
36
2030
$3K ﹤0.01%
5,589
2031
$3K ﹤0.01%
4,650
-2,600
2032
$3K ﹤0.01%
3,300
+1,000
2033
$2K ﹤0.01%
25
2034
$2K ﹤0.01%
19
2035
$2K ﹤0.01%
29
2036
$2K ﹤0.01%
479
2037
$2K ﹤0.01%
50
2038
$2K ﹤0.01%
+45
2039
$2K ﹤0.01%
37
2040
$2K ﹤0.01%
27
-21
2041
$2K ﹤0.01%
10
2042
$2K ﹤0.01%
100
2043
$2K ﹤0.01%
25
2044
$2K ﹤0.01%
42
-6
2045
$2K ﹤0.01%
25
2046
$2K ﹤0.01%
525
2047
$2K ﹤0.01%
+12
2048
$2K ﹤0.01%
3,950
2049
$2K ﹤0.01%
36
2050
$2K ﹤0.01%
175
80 81
82
83 84