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
176
$3.83M 0.17%
59,063
-2,285
177
$3.79M 0.17%
64,884
+11,836
178
$3.62M 0.16%
+56,000
179
$3.61M 0.16%
163,186
-34,431
180
$3.52M 0.16%
+20,642
181
$3.52M 0.16%
56,549
-1,053
182
$3.51M 0.16%
32,754
+2,605
183
$3.51M 0.16%
64,439
+21,078
184
$3.5M 0.16%
53,063
-32,692
185
$3.49M 0.16%
+33,036
186
$3.39M 0.15%
62,807
+8,136
187
$3.22M 0.14%
131,036
+27,342
188
$3.07M 0.14%
38,170
+1,901
189
$3.04M 0.14%
+55,000
190
$2.94M 0.13%
22,125
-116
191
$2.9M 0.13%
52,278
+128
192
$2.87M 0.13%
46,388
193
$2.86M 0.13%
83,785
+4,030
194
$2.84M 0.13%
2,200
+72
195
$2.79M 0.13%
39,891
-30
196
$2.75M 0.12%
45,212
197
$2.75M 0.12%
46,383
+4,614
198
$2.74M 0.12%
+18,871
199
$2.72M 0.12%
22,728
+2,832
200
$2.7M 0.12%
61,505
6 7
8
9 10