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
2076
$2K ﹤0.01%
2,633
2077
$2K ﹤0.01%
+200
2078
$2K ﹤0.01%
200
2079
$2K ﹤0.01%
1,979
2080
$2K ﹤0.01%
+5,000
2081
$2K ﹤0.01%
200
2082
$2K ﹤0.01%
2,000
2083
$2K ﹤0.01%
200
2084
$2K ﹤0.01%
3,000
2085
$2K ﹤0.01%
3,800
2086
$2K ﹤0.01%
200
2087
$2K ﹤0.01%
2,780
2088
$2K ﹤0.01%
+3,466
2089
$2K ﹤0.01%
2,932
2090
$2K ﹤0.01%
200
2091
$2K ﹤0.01%
199
2092
$2K ﹤0.01%
3,100
2093
$2K ﹤0.01%
3,066
2094
$2K ﹤0.01%
3,366
2095
$2K ﹤0.01%
3,011
2096
$2K ﹤0.01%
200
2097
$2K ﹤0.01%
200
2098
$2K ﹤0.01%
2,725
2099
$2K ﹤0.01%
2,607
2100
$2K ﹤0.01%
1,047
82 83
84
85 86