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
551
$336K 0.02%
1,992
-294
552
$332K 0.01%
9,133
-500
553
$332K 0.01%
15,660
554
$329K 0.01%
4,117
555
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4,250
-5,609
556
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10,728
557
$328K 0.01%
8,506
558
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+6,000
559
$325K 0.01%
2,078
-1,360
560
$325K 0.01%
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561
$321K 0.01%
17,021
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562
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3,339
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563
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565
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10,000
566
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25,219
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567
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38,600
570
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3,054
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571
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5,386
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572
$299K 0.01%
31,935
573
$297K 0.01%
+30,784
574
$294K 0.01%
2,035
-50
575
$292K 0.01%
5,851
21 22
23
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