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
51
$12.3M 0.55%
57,363
+8,517
52
$12M 0.54%
9,807
+2,025
53
$11.7M 0.53%
431,860
+46,437
54
$11.7M 0.53%
359,774
+64,260
55
$11.5M 0.52%
267,489
+15,630
56
$11.5M 0.52%
680,498
+82,584
57
$11.4M 0.51%
174,286
+40,024
58
$11.2M 0.5%
149,938
+19,090
59
$11M 0.5%
101,214
+8,746
60
$10.7M 0.48%
40,450
+341
61
$10.5M 0.47%
131,855
+11,848
62
$10.3M 0.46%
+343,852
63
$10.3M 0.46%
67,851
+59,740
64
$10.3M 0.46%
305,091
+8,581
65
$10.3M 0.46%
81,635
+2,342
66
$10.3M 0.46%
443,289
+146,972
67
$10.2M 0.46%
448,517
+76,924
68
$10.1M 0.46%
+110,426
69
$10.1M 0.45%
38,298
+8,843
70
$10M 0.45%
77,750
-47,426
71
$9.77M 0.44%
133,646
+17,782
72
$9.44M 0.42%
93,969
+18,696
73
$9.37M 0.42%
322,358
+43,493
74
$9.35M 0.42%
435,497
+226,985
75
$9.12M 0.41%
338,772
+16,532
1 2
3
4 5