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
501
$424K 0.02%
1,435
+130
502
$422K 0.02%
32,364
-12,000
503
$417K 0.02%
+39,851
504
$415K 0.02%
+4,450
505
$412K 0.02%
3,917
-575
506
$411K 0.02%
8,020
507
$410K 0.02%
3,670
-200
508
$407K 0.02%
8,128
+3,037
509
$406K 0.02%
+2,392
510
$404K 0.02%
2,908
-1,218
511
$402K 0.02%
18,700
+6,300
512
$400K 0.02%
11,590
+255
513
$399K 0.02%
31,300
-1,180
514
$393K 0.02%
6,750
-68
515
$391K 0.02%
7,792
-858
516
$390K 0.02%
8,522
-4,428
517
$388K 0.02%
30,543
-4,745
518
$385K 0.02%
18,650
519
$381K 0.02%
8,074
-6,512
520
$381K 0.02%
7,126
521
$380K 0.02%
+127,433
522
$378K 0.02%
10,025
523
$377K 0.02%
6,519
-365
524
$376K 0.02%
+59,242
525
$374K 0.02%
+10,050
19 20
21
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