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
426
$612K 0.03%
13,838
-90
427
$611K 0.03%
3,795
-1,215
428
$603K 0.03%
11,999
-50
429
$602K 0.03%
207,668
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430
$601K 0.03%
12,987
-4,158
431
$598K 0.03%
12,500
-2,573
432
$587K 0.03%
13,717
-2,473
433
$587K 0.03%
15,500
434
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31,660
+6,310
435
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-249
436
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11,376
+1,026
437
$577K 0.03%
29,909
+1,807
438
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57,711
+9,712
439
$563K 0.03%
653,810
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440
$562K 0.03%
6,304
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441
$561K 0.03%
5,650
442
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+8,169
443
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+167,000
444
$558K 0.03%
5,302
-150
445
$555K 0.03%
+63,775
446
$555K 0.03%
417,509
-23,785
447
$554K 0.02%
62,388
448
$552K 0.02%
11,225
+1,325
449
$550K 0.02%
14,900
-300
450
$548K 0.02%
38,500
16 17
18
19 20