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
2051
$2K ﹤0.01%
175
2052
$2K ﹤0.01%
21
2053
$2K ﹤0.01%
25
-37
2054
$2K ﹤0.01%
27
2055
$2K ﹤0.01%
22
2056
$2K ﹤0.01%
+14
2057
$2K ﹤0.01%
46
+1
2058
$2K ﹤0.01%
31
2059
$2K ﹤0.01%
100
2060
$2K ﹤0.01%
40
2061
$2K ﹤0.01%
50
2062
$2K ﹤0.01%
6
2063
$2K ﹤0.01%
20
2064
$2K ﹤0.01%
4,366
2065
$2K ﹤0.01%
10
2066
$2K ﹤0.01%
+3,333
2067
$2K ﹤0.01%
10
2068
$2K ﹤0.01%
+3,950
2069
$2K ﹤0.01%
333
2070
$2K ﹤0.01%
200
2071
$2K ﹤0.01%
+5,000
2072
$2K ﹤0.01%
+5,000
2073
$2K ﹤0.01%
2,119
2074
$2K ﹤0.01%
+3,519
2075
$2K ﹤0.01%
+3,332
81 82
83
84 85