AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.22B
AUM Growth
+$348M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$29.4M
3
+$17.8M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$17.3M
5
IAC icon
IAC Inc
IAC
+$15.8M

Top Sells

1
+$24.8M
2
+$17.6M
3
+$17.5M
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$11.5M
5
LEXEA
Liberty Expedia Holdings, Inc. Class A Common Stock
LEXEA
+$9.46M

Sector Composition

1 Technology 11.6%
2 Industrials 11.59%
3 Financials 11.02%
4 Consumer Discretionary 9.14%
5 Healthcare 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.15M 0.1%
123,222
+106,008
227
$2.1M 0.09%
40,166
+2,114
228
$2.09M 0.09%
224,420
+55,400
229
$2.06M 0.09%
33,852
+2,077
230
$2.04M 0.09%
150,250
+102,750
231
$2.03M 0.09%
32,143
+2,213
232
$2.02M 0.09%
38,824
+2,426
233
$2M 0.09%
129,847
-631
234
$1.99M 0.09%
11,648
+789
235
$1.98M 0.09%
30,619
+6,520
236
$1.97M 0.09%
131,703
+19,419
237
$1.9M 0.09%
43,826
+2,923
238
$1.89M 0.09%
41,777
+505
239
$1.86M 0.08%
74,991
+61,991
240
$1.85M 0.08%
45,861
-595
241
$1.84M 0.08%
162,358
242
$1.83M 0.08%
136,262
+27,524
243
$1.82M 0.08%
6,650
+415
244
$1.81M 0.08%
+13,042
245
$1.79M 0.08%
30,622
+3,383
246
$1.79M 0.08%
32,136
+725
247
$1.76M 0.08%
222,056
-28,399
248
$1.74M 0.08%
+8,243
249
$1.7M 0.08%
22,461
+4,753
250
$1.7M 0.08%
207,567
+13,218
8 9
10
11 12