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
151
$4.7M 0.21%
49,652
+822
152
$4.69M 0.21%
65,195
+55,491
153
$4.65M 0.21%
162,160
+18,316
154
$4.63M 0.21%
88,397
-34,844
155
$4.63M 0.21%
72,151
-5,459
156
$4.6M 0.21%
33,913
+770
157
$4.6M 0.21%
37,103
+1,321
158
$4.5M 0.2%
72,321
+6,625
159
$4.46M 0.2%
302,717
+19,836
160
$4.44M 0.2%
+59,998
161
$4.41M 0.2%
799,250
+10,000
162
$4.39M 0.2%
+284,243
163
$4.38M 0.2%
296,837
+33,925
164
$4.37M 0.2%
47,349
165
$4.35M 0.2%
209,835
-68,374
166
$4.28M 0.19%
40,885
+7,329
167
$4.24M 0.19%
248,743
+184,073
168
$4.21M 0.19%
92,126
-1,840
169
$4.18M 0.19%
424,505
-87,465
170
$4.15M 0.19%
+40,030
171
$4.02M 0.18%
+621,750
172
$3.95M 0.18%
111,818
-1,289
173
$3.9M 0.18%
452,151
+210,000
174
$3.9M 0.18%
532,757
-40,353
175
$3.9M 0.18%
301,092
+8,327
5 6
7
8 9