AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
526
$372K 0.02%
17,716
+1,283
527
– –
0
528
$368K 0.02%
2,352
529
$368K 0.02%
3,131
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530
$365K 0.02%
5,000
531
$364K 0.02%
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532
$363K 0.02%
2,581
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533
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534
$363K 0.02%
2,475
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535
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536
$355K 0.02%
7,016
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537
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3,110
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538
$350K 0.02%
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$349K 0.02%
114,196
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540
$347K 0.02%
8,373
541
$345K 0.02%
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545
$342K 0.02%
2,202
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546
$342K 0.02%
20,204
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547
$340K 0.02%
24,260
548
$339K 0.02%
6,025
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549
$338K 0.02%
187,501
+55,442
550
$337K 0.02%
1,396
+41
20 21
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23 24