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
651
$102K ﹤0.01%
+10,000
652
$99K ﹤0.01%
20,122
+4,851
653
$98K ﹤0.01%
10,000
-12,791
654
$91K ﹤0.01%
10,150
655
$88K ﹤0.01%
1,413
656
$87K ﹤0.01%
17,000
657
$82K ﹤0.01%
+10,027
658
$77K ﹤0.01%
1,680
-240
659
$70K ﹤0.01%
+17,600
660
$67K ﹤0.01%
3,449
+1,081
661
$57K ﹤0.01%
17,640
-22,640
662
$57K ﹤0.01%
+13,000
663
$57K ﹤0.01%
11,664
+755
664
$52K ﹤0.01%
2,980
-12,973
665
$50K ﹤0.01%
4,461,173
666
$48K ﹤0.01%
+2,500
667
$32K ﹤0.01%
15,776
-79
668
$10K ﹤0.01%
12,300
669
– –
-47,483
670
– –
-25,133
671
– –
-52,783
672
– –
-63,970
673
– –
-1,050
674
– –
-66,059
675
– –
-10,000
25 26
27
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