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
701
$259K 0.01%
9,583
702
$259K 0.01%
25,342
-14,355
703
$256K 0.01%
15,000
704
$255K 0.01%
+25,700
705
$254K 0.01%
+26,399
706
$254K 0.01%
25,706
707
$252K 0.01%
+8,780
708
$250K 0.01%
3,076
+358
709
$250K 0.01%
+25,522
710
$250K 0.01%
25,257
+257
711
$249K 0.01%
5,100
712
$247K 0.01%
+13,319
713
$246K 0.01%
1,200
714
$246K 0.01%
+25,000
715
$244K 0.01%
2,375
716
$244K 0.01%
89,512
-30,325
717
$244K 0.01%
25,100
718
$243K 0.01%
5,141
719
$242K 0.01%
24,800
720
$242K 0.01%
+24,000
721
$241K 0.01%
3,961
722
$240K 0.01%
32,170
-39,810
723
$240K 0.01%
24,800
724
$240K 0.01%
+23,000
725
$240K 0.01%
3,400
27 28
29
30 31