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
376
$794K 0.04%
41,051
+10,743
377
$782K 0.04%
45,435
378
$782K 0.04%
+256,513
379
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380
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25,683
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381
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90,172
+15,020
382
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22,074
+4,298
383
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384
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152,174
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385
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386
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8,213
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387
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105,329
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388
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149,100
-51,864
389
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212,000
+25,000
390
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464,035
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391
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113,702
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393
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497,548
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395
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42,815
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396
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-82
397
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96,493
+18,109
398
$699K 0.03%
8,798
+375
399
$699K 0.03%
11,753
-4,010
400
$693K 0.03%
2,579
-238
14 15
16
17 18