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
2401
– –
-91,094
2402
– –
-1,000
2403
$0 ﹤0.01%
188
2404
– –
-1,000
2405
– –
-1,285
2406
– –
-10,000
2407
$0 ﹤0.01%
+232
2408
– –
-15,000
2409
– –
-99
2410
– –
0
2411
– –
-975
2412
– –
-4,320
2413
– –
-4,458
2414
– –
-10,000
2415
$0 ﹤0.01%
18
2416
$0 ﹤0.01%
450
2417
– –
-14,370
2418
– –
-300
2419
– –
-1,000
2420
$0 ﹤0.01%
+500
2421
– –
-26,300
2422
– –
-100
2423
– –
-10,000
2424
$0 ﹤0.01%
468
2425
$0 ﹤0.01%
566
93 94 95 96
97