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
1
$36.7M 1.65%
151,472
-495
2
$30M 1.35%
+715,756
3
$29.8M 1.34%
590,221
+105,544
4
$29.4M 1.32%
+555,983
5
$27M 1.21%
1,295,377
+157,642
6
$26.8M 1.2%
295,408
-525
7
$25.3M 1.14%
334,752
-16,232
8
$25M 1.12%
1,339,658
+235,341
9
$24.4M 1.1%
873,963
+565,723
10
$21.7M 0.98%
850,448
+107,676
11
$21.7M 0.98%
802,272
+171,407
12
$20.3M 0.91%
222,360
-14,537
13
$19.7M 0.88%
444,452
-10,154
14
$19.4M 0.87%
535,056
+51,809
15
$18.8M 0.84%
315,050
-14,792
16
$18.6M 0.84%
1,768,242
+201,312
17
$18.5M 0.83%
165,974
-49,443
18
$17.9M 0.8%
499,924
+12,780
19
$17.8M 0.8%
272,530
+38,903
20
$17.8M 0.8%
+795,473
21
$17.5M 0.79%
289,722
+234,450
22
$17.3M 0.78%
+86,945
23
$17.1M 0.77%
155,528
+14,279
24
$17.1M 0.77%
363,627
-3,950
25
$16.9M 0.76%
131,573
+19,371
1
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