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
601
$244K 0.01%
4,235
+75
602
$241K 0.01%
3,527
-998
603
$237K 0.01%
1,617
604
$236K 0.01%
5,400
-750
605
$235K 0.01%
2,739
+251
606
$235K 0.01%
8,310
+1,700
607
$235K 0.01%
+3,379
608
$232K 0.01%
+216,751
609
$230K 0.01%
22,222
610
$228K 0.01%
1,405
611
$226K 0.01%
+1,400
612
$223K 0.01%
10,900
-180,038
613
$222K 0.01%
12,325
+4,810
614
$221K 0.01%
189
615
$218K 0.01%
8,100
616
$218K 0.01%
+15,000
617
$218K 0.01%
+14,713
618
$217K 0.01%
23,821
+4,246
619
$215K 0.01%
8,186
+16
620
$212K 0.01%
19,000
-1,000
621
$211K 0.01%
+979
622
$210K 0.01%
6,937
623
$209K 0.01%
+3,100
624
$207K 0.01%
+1,459
625
$205K 0.01%
+3,633
23 24
25
26 27