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
2101
$2K ﹤0.01%
+2,500
2102
$2K ﹤0.01%
1,500
2103
$2K ﹤0.01%
176
2104
$2K ﹤0.01%
100
2105
$2K ﹤0.01%
2,418
2106
$2K ﹤0.01%
200
2107
$2K ﹤0.01%
200
2108
$2K ﹤0.01%
3,332
2109
$2K ﹤0.01%
80
2110
$2K ﹤0.01%
1,604
2111
$1K ﹤0.01%
1,666
2112
$1K ﹤0.01%
1,200
2113
$1K ﹤0.01%
250
2114
$1K ﹤0.01%
100
2115
$1K ﹤0.01%
+20
2116
$1K ﹤0.01%
24
2117
$1K ﹤0.01%
25
2118
$1K ﹤0.01%
21
2119
$1K ﹤0.01%
5
2120
$1K ﹤0.01%
+7
2121
$1K ﹤0.01%
135
2122
$1K ﹤0.01%
60
2123
$1K ﹤0.01%
20
2124
$1K ﹤0.01%
+500
2125
$1K ﹤0.01%
8
83 84
85
86 87