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
2201
$1K ﹤0.01%
58
2202
$1K ﹤0.01%
100
2203
$1K ﹤0.01%
100
2204
$1K ﹤0.01%
100
2205
$1K ﹤0.01%
625
2206
$1K ﹤0.01%
1,550
-1,000
2207
$1K ﹤0.01%
1,139
2208
$1K ﹤0.01%
+3,780
2209
– –
-19,400
2210
– –
-2,508
2211
$0 ﹤0.01%
+37
2212
– –
0
2213
– –
0
2214
$0 ﹤0.01%
+2,000
2215
$0 ﹤0.01%
87
2216
– –
-2,000
2217
– –
-10,000
2218
– –
-6,093
2219
– –
-10,700
2220
– –
-24,924
2221
– –
-19
2222
$0 ﹤0.01%
1,000,000
2223
$0 ﹤0.01%
35,100
2224
$0 ﹤0.01%
5,450
2225
– –
-47
87 88
89
90 91