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
251
$1.67M 0.08%
24,787
+1,088
252
$1.67M 0.08%
401,639
+35,849
253
$1.67M 0.08%
40,846
+4,072
254
$1.66M 0.07%
24,989
+1,387
255
$1.65M 0.07%
+111,520
256
$1.63M 0.07%
57,267
257
$1.62M 0.07%
61,647
-500
258
$1.61M 0.07%
128,200
-2,000
259
$1.6M 0.07%
107,000
-20,000
260
$1.57M 0.07%
90,535
-19,836
261
$1.56M 0.07%
164,747
-571
262
$1.55M 0.07%
10,539
+2,581
263
$1.51M 0.07%
+13,311
264
$1.49M 0.07%
25,578
+1,787
265
$1.49M 0.07%
27,406
266
$1.49M 0.07%
63,243
+1,350
267
$1.48M 0.07%
85,619
+10,203
268
$1.45M 0.07%
38,744
-143
269
$1.45M 0.07%
95,710
+50,899
270
$1.4M 0.06%
15,991
+1,933
271
$1.4M 0.06%
34,514
272
$1.4M 0.06%
106,985
+3,390
273
$1.39M 0.06%
147,381
+7,373
274
$1.38M 0.06%
+48,667
275
$1.38M 0.06%
233,378
+7,747
9 10
11
12 13