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
201
$2.7M 0.12%
183,838
-107,884
202
$2.69M 0.12%
65,848
-67,108
203
$2.69M 0.12%
+101,372
204
$2.68M 0.12%
12,147
+1,260
205
$2.64M 0.12%
14,008
+3,078
206
$2.64M 0.12%
265,447
+17,983
207
$2.62M 0.12%
667,710
+32,735
208
$2.62M 0.12%
141,890
+19,905
209
$2.61M 0.12%
955,253
+136,272
210
$2.59M 0.12%
211,600
+101,600
211
$2.59M 0.12%
33,607
+1,899
212
$2.59M 0.12%
37,129
+5,457
213
$2.58M 0.12%
+138,100
214
$2.56M 0.12%
18,820
-579
215
$2.54M 0.11%
26,530
+524
216
$2.48M 0.11%
90,343
-12,337
217
$2.47M 0.11%
48,931
+8,528
218
$2.46M 0.11%
58,974
-5,030
219
$2.41M 0.11%
+123,543
220
$2.35M 0.11%
23,156
-1,293
221
$2.33M 0.1%
14,590
-1,288
222
$2.19M 0.1%
36,155
+702
223
$2.19M 0.1%
14,454
-299
224
$2.19M 0.1%
223,436
+2,802
225
$2.15M 0.1%
+38,649
7 8
9
10 11