AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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 Industrials 11.62%
2 Technology 11.57%
3 Financials 11.1%
4 Consumer Discretionary 9.14%
5 Healthcare 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.07M 0.05%
93,205
-15,107
327
$1.06M 0.05%
12,277
+91
328
$1.02M 0.05%
567,657
+6,203
329
$1.01M 0.05%
16,591
-1,600
330
$1M 0.05%
88,633
+9,135
331
$1M 0.05%
32,122
-26,212
332
$996K 0.04%
8,470
+1,190
333
$991K 0.04%
22,185
+1,392
334
$984K 0.04%
6,648
-481
335
$983K 0.04%
16,800
+2,425
336
$979K 0.04%
20,844
-3,650
337
$979K 0.04%
8,390
+3,871
338
$973K 0.04%
144,729
+1,333
339
$973K 0.04%
90,579
-500
340
$972K 0.04%
22,249
341
$968K 0.04%
5,729
+1,805
342
$967K 0.04%
89,715
-3,983
343
$963K 0.04%
14,010
+5,080
344
$951K 0.04%
29,297
+295
345
$950K 0.04%
35,411
+3,170
346
$945K 0.04%
57,776
-46,965
347
$945K 0.04%
11,462
+117
348
$938K 0.04%
8,785
+1,404
349
$936K 0.04%
69,636
350
$934K 0.04%
141,727
+11,535
12 13
14
15 16