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
76
$9.02M 0.41%
41,796
+2,156
77
$8.93M 0.4%
69,438
+15,357
78
$8.89M 0.4%
+722,300
79
$8.87M 0.4%
49,782
+5,328
80
$8.84M 0.4%
119,060
81
$8.84M 0.4%
962,920
+148,026
82
$8.7M 0.39%
248,641
+35,813
83
$8.66M 0.39%
385,546
+65,257
84
$8.48M 0.38%
89,708
+10,922
85
$8.39M 0.38%
175,524
+5,117
86
$8.24M 0.37%
244,355
+75,419
87
$8.15M 0.37%
+517,728
88
$8.11M 0.37%
157,300
+14,300
89
$8.06M 0.36%
220,134
+116,263
90
$8.04M 0.36%
1,448,019
91
$8M 0.36%
915,799
+41,364
92
$7.91M 0.36%
+254,706
93
$7.87M 0.35%
79,587
+9,229
94
$7.73M 0.35%
44,116
+4,071
95
$7.66M 0.34%
270,395
+125,735
96
$7.65M 0.34%
+23,332
97
$7.54M 0.34%
146,717
+39,269
98
$7.54M 0.34%
49,118
+7,545
99
$7.31M 0.33%
115,507
+5,331
100
$7.28M 0.33%
154,659
+87,524
2 3
4
5 6