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
2226
– –
0
2227
– –
-19
2228
$0 ﹤0.01%
1,000,000
2229
$0 ﹤0.01%
500
2230
$0 ﹤0.01%
35,100
2231
$0 ﹤0.01%
5,450
2232
– –
-47
2233
– –
-10,320
2234
$0 ﹤0.01%
142
2235
$0 ﹤0.01%
1,000
2236
– –
-10,400
2237
$0 ﹤0.01%
750
2238
$0 ﹤0.01%
8
2239
$0 ﹤0.01%
32
2240
$0 ﹤0.01%
400
2241
– –
-25,522
2242
$0 ﹤0.01%
279
2243
$0 ﹤0.01%
28
2244
– –
-5,000
2245
– –
-3,000
2246
– –
-34,253
2247
– –
-100
2248
– –
-100
2249
– –
-15,244
2250
– –
-3,862
88 89
90
91 92