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
2301
$0 ﹤0.01%
640
2302
$0 ﹤0.01%
4,948
2303
$0 ﹤0.01%
50,000
2304
$0 ﹤0.01%
250
2305
– –
-8,900
2306
$0 ﹤0.01%
36
2307
$0 ﹤0.01%
1,248,000
2308
– –
-1,300
2309
$0 ﹤0.01%
2
2310
$0 ﹤0.01%
+16
2311
– –
-341
2312
– –
0
2313
– –
-200
2314
– –
-54,583
2315
– –
-10,000
2316
– –
-13
2317
– –
-10,098
2318
– –
-800
2319
– –
-2,220
2320
– –
-30
2321
$0 ﹤0.01%
6
2322
– –
-118
2323
– –
-1,302
2324
– –
-50
2325
– –
-250
91 92
93
94 95