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
351
$931K 0.04%
16,075
+7,611
352
$929K 0.04%
113,338
+5,897
353
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+21,271
354
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388,000
355
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90,495
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356
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25,393
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357
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79,000
+15,000
358
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5,871
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359
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372,133
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360
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11,520
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361
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364
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370
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19,761
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372
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28,051
+427
373
$805K 0.04%
11,765
-1,500
374
$803K 0.04%
15,436
375
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5,228
+311
13 14
15
16 17