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
26
$16.6M 0.75%
196,205
-4,699
27
$16.3M 0.73%
551,977
+161,336
28
$15.5M 0.7%
1,376,586
+235,851
29
$15.3M 0.69%
+812,881
30
$15.3M 0.69%
694,450
-523,210
31
$14.9M 0.67%
147,179
-148
32
$14.5M 0.65%
439,555
+34,098
33
$14.3M 0.65%
1,190,453
34
$14.3M 0.65%
354,582
+54,452
35
$14.3M 0.64%
910,575
-89,262
36
$14.2M 0.64%
223,535
-12,375
37
$14M 0.63%
2,453,747
+614,750
38
$13.8M 0.62%
209,309
+8,510
39
$13.7M 0.62%
98,826
-4,507
40
$13.5M 0.61%
358,114
+50,036
41
$13.4M 0.6%
257,685
+24,688
42
$13.4M 0.6%
1,065,223
+472,704
43
$13M 0.58%
80,561
+4,094
44
$12.9M 0.58%
70,356
+5,611
45
$12.8M 0.58%
412,666
+18,490
46
$12.8M 0.58%
1,118,879
+405,746
47
$12.8M 0.58%
+399,394
48
$12.6M 0.57%
1,310,085
+684,686
49
$12.3M 0.56%
949,994
+928,145
50
$12.3M 0.55%
155,464
+12,269
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