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
276
$1.38M 0.06%
74,433
+363
277
$1.38M 0.06%
11,375
-119
278
$1.36M 0.06%
+34,052
279
$1.36M 0.06%
102,758
+34,703
280
$1.35M 0.06%
70,545
+3,726
281
$1.35M 0.06%
17,895
-1,702
282
$1.35M 0.06%
209,870
+13,012
283
$1.33M 0.06%
29,038
-1,642
284
$1.3M 0.06%
25,220
+6,896
285
$1.3M 0.06%
9,410
+91
286
$1.29M 0.06%
40,751
+19,182
287
$1.29M 0.06%
105,975
+33,800
288
$1.29M 0.06%
210,518
-27,649
289
$1.27M 0.06%
22,369
290
$1.27M 0.06%
20,414
+3,353
291
$1.27M 0.06%
256,065
+2,763
292
$1.27M 0.06%
40,229
293
$1.25M 0.06%
+15,000
294
$1.24M 0.06%
22,774
+7,650
295
$1.24M 0.06%
221,537
+11,998
296
$1.24M 0.06%
170,278
+50,977
297
$1.23M 0.06%
284,206
+15,518
298
$1.21M 0.05%
23,358
+7,473
299
$1.21M 0.05%
7,084
+1,522
300
$1.21M 0.05%
+29,261
10 11
12
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