AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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
+$30.8M
2
+$29.1M
3
+$17.9M
4
AVYA
Avaya Holdings Corp. Common Stock
AVYA
+$17M
5
IAC icon
IAC Inc
IAC
+$14.9M

Top Sells

1
+$24.8M
2
+$17.6M
3
+$15.1M
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$12M
5
LEXEA
Liberty Expedia Holdings, Inc. Class A Common Stock
LEXEA
+$9.46M

Sector Composition

1 Industrials 11.62%
2 Technology 11.57%
3 Financials 11.1%
4 Consumer Discretionary 9.14%
5 Healthcare 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
– –
-120,585
727
– –
-10,000
728
– –
-110,742
729
– –
-90,000
730
– –
-52,783
731
– –
-63,970
26 27 28 29
30