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
451
$545K 0.02%
14,568
+2,366
452
$543K 0.02%
11,900
453
$536K 0.02%
+3,369
454
$533K 0.02%
8,563
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455
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76,266
456
$527K 0.02%
+10,300
457
$524K 0.02%
16,173
+14,518
458
$520K 0.02%
+10,000
459
$519K 0.02%
13,685
-596
460
$519K 0.02%
4,585
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461
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20,010
-155,826
462
$516K 0.02%
7,881
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463
$511K 0.02%
52,412
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464
$508K 0.02%
10,000
465
$507K 0.02%
3,388
466
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+15,525
467
$504K 0.02%
6,955
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468
$504K 0.02%
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469
$503K 0.02%
65,849
470
$503K 0.02%
180,967
+12,433
471
$500K 0.02%
24,572
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472
$500K 0.02%
6,000
473
$498K 0.02%
+10,613
474
$489K 0.02%
+20,000
475
$487K 0.02%
17,808
17 18
19
20 21