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
301
$1.2M 0.05%
+343,152
302
$1.2M 0.05%
57,350
+1,914
303
$1.18M 0.05%
17,573
+886
304
$1.18M 0.05%
11,866
-8,780
305
$1.17M 0.05%
110,472
+7,632
306
$1.17M 0.05%
139,668
+7,078
307
$1.16M 0.05%
3,786
-60
308
$1.16M 0.05%
48,303
+8,153
309
$1.15M 0.05%
13,642
+106
310
$1.15M 0.05%
+29,920
311
$1.13M 0.05%
8,667
+1,053
312
$1.12M 0.05%
26,592
+275
313
$1.12M 0.05%
+871
314
$1.12M 0.05%
366,691
+136,314
315
$1.12M 0.05%
88,618
+6,876
316
$1.12M 0.05%
160,960
+28,459
317
$1.11M 0.05%
54,268
-13,462
318
$1.1M 0.05%
59,500
319
$1.1M 0.05%
+28,575
320
$1.09M 0.05%
15,938
321
$1.09M 0.05%
62,310
-5,491
322
$1.09M 0.05%
85,464
-3,454
323
$1.08M 0.05%
3,106
-548
324
$1.08M 0.05%
24,251
-55,634
325
$1.07M 0.05%
198,111
+94,705
11 12
13
14 15