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
476
$483K 0.02%
43,547
+10,000
477
$483K 0.02%
12,585
+139
478
$480K 0.02%
30,500
479
$477K 0.02%
3,681
+16
480
$471K 0.02%
3,192
-492
481
$469K 0.02%
9,723
+1,628
482
$468K 0.02%
11,453
483
$467K 0.02%
+4,688
484
$467K 0.02%
+25,200
485
$467K 0.02%
69,121
+23,375
486
$464K 0.02%
100,000
487
$463K 0.02%
10,000
+1,667
488
$462K 0.02%
5,961
+301
489
$462K 0.02%
24,150
490
$461K 0.02%
27,635
+1,500
491
$457K 0.02%
5,400
492
$457K 0.02%
100,000
493
$455K 0.02%
709,312
+116,565
494
$453K 0.02%
13,263
+150
495
$453K 0.02%
20,510
-4,040
496
$451K 0.02%
+8,290
497
$449K 0.02%
11,676
-6,213
498
$449K 0.02%
15,566
499
$435K 0.02%
23,703
-32,073
500
$430K 0.02%
+5,800
18 19
20
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