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
2126
$1K ﹤0.01%
1,000
2127
$1K ﹤0.01%
1,500
2128
$1K ﹤0.01%
1,000
2129
$1K ﹤0.01%
1,250
2130
$1K ﹤0.01%
+100
2131
$1K ﹤0.01%
+1,194
2132
$1K ﹤0.01%
1,900
2133
$1K ﹤0.01%
87
2134
$1K ﹤0.01%
400
2135
$1K ﹤0.01%
+100
2136
$1K ﹤0.01%
1,259
2137
$1K ﹤0.01%
111
2138
$1K ﹤0.01%
1,075
2139
$1K ﹤0.01%
1,666
2140
$1K ﹤0.01%
20
2141
$1K ﹤0.01%
+500
2142
$1K ﹤0.01%
8
2143
$1K ﹤0.01%
52
2144
$1K ﹤0.01%
+13
2145
$1K ﹤0.01%
+14
2146
$1K ﹤0.01%
50
2147
$1K ﹤0.01%
24
2148
$1K ﹤0.01%
+3
2149
$1K ﹤0.01%
36
2150
$1K ﹤0.01%
65
84 85
86
87 88