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
126
$5.77M 0.26%
326,650
+91,126
127
$5.75M 0.26%
49,100
+30,400
128
$5.71M 0.26%
111,456
-1,842
129
$5.56M 0.25%
329,817
+49,587
130
$5.48M 0.25%
178,731
+129,581
131
$5.46M 0.25%
214,363
+2,698
132
$5.43M 0.24%
407,247
+33,337
133
$5.37M 0.24%
+7,797
134
$5.34M 0.24%
432,314
+66,389
135
$5.31M 0.24%
67,734
+4,125
136
$5.27M 0.24%
240,530
+2,997
137
$5.25M 0.24%
+164,250
138
$5.23M 0.24%
+152,424
139
$5.17M 0.23%
228,681
140
$5.16M 0.23%
+238,659
141
$5.15M 0.23%
+101,753
142
$5.12M 0.23%
2,462
+205
143
$5.09M 0.23%
37,883
-89
144
$5.08M 0.23%
320,168
+76,782
145
$4.92M 0.22%
153,887
+26,653
146
$4.88M 0.22%
+81,464
147
$4.87M 0.22%
452,776
+68,812
148
$4.82M 0.22%
298,333
+98,199
149
$4.78M 0.21%
+164,858
150
$4.76M 0.21%
57,049
+2,769
4 5
6
7 8