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AA

Ancora Advisors Portfolio holdings

AUM $4.7B
1-Year Est. Return 19.05%
This Fund
S&P 500
This Quarter Est. Return
-0.43%
1 Year Est. Return
+19.05%
3 Year Est. Return
+64.25%
5 Year Est. Return
+78.87%
10 Year Est. Return
+385.89%
AUM
$4.48B
AUM Growth
-$1.07M
Cap. Flow
+$101M
Cap. Flow %
2.25%
Top 10 Hldgs %
28.1%
Holding
2,004
New
121
Increased
451
Reduced
464
Closed
160

Top Buys

Rank Stock Value
1
LKQ icon
LKQ Corp
LKQ
+$106M
2
X
US Steel
X
+$81.7M
3
VEEV icon
Veeva Systems
VEEV
+$27.4M
4
ARCB icon
ArcBest
ARCB
+$16.8M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$13.8M

Top Sells

Rank Stock Value
1
BERY
Berry Global Group, Inc.
BERY
+$68.3M
2
AMZN icon
Amazon
AMZN
+$31.4M
3
META icon
Meta Platforms (Facebook)
META
+$31.2M
4
HLIT icon
Harmonic Inc
HLIT
+$29M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$18.8M

Sector Composition

Rank Sector Weight
1 Industrials 16.95%
2 Technology 11.67%
3 Consumer Discretionary 11.16%
4 Financials 8.5%
5 Healthcare 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DIA icon
276
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$1.9M 0.04%
4,524
– –
BMY icon
277
Bristol-Myers Squibb
BMY
$127B
$1.89M 0.04%
31,022
+367
+1% +$21.4K
SCHB icon
278
Schwab US Broad Market ETF
SCHB
$42.8B
$1.88M 0.04%
87,355
+2,699
+3% +$61.4K
CRM icon
279
Salesforce
CRM
$134B
$1.87M 0.04%
6,985
+782
+13% +$243K
LLY icon
280
Eli Lilly
LLY
$1.07T
$1.87M 0.04%
2,266
+8
+0.4% +$6.66K
FCCO icon
281
First Community Corp
FCCO
$316M
$1.87M 0.04%
82,688
-1,733
-2% -$42.2K
AVNW icon
282
Aviat Networks
AVNW
$262M
$1.86M 0.04%
97,005
+15,178
+19% +$307K
CORT icon
283
Corcept Therapeutics
CORT
$10.2B
$1.85M 0.04%
16,188
– –
SYK icon
284
Stryker
SYK
$127B
$1.85M 0.04%
4,959
+1
+0% +$381
PHX
285
DELISTED
PHX Minerals
PHX
$1.84M 0.04%
465,427
-6,117
-1% -$24.3K
IMXI icon
286
International Money Express
IMXI
$392M
$1.84M 0.04%
145,618
+28,109
+24% +$481K
TSLA icon
287
Tesla
TSLA
$1.24T
$1.83M 0.04%
7,045
+385
+6% +$128K
SLB icon
288
SLB Ltd
SLB
$77.8B
$1.78M 0.04%
42,621
+5,682
+15% +$233K
IWR icon
289
iShares Russell Mid-Cap ETF
IWR
$56.8B
$1.77M 0.04%
20,841
-755
-3% -$67.3K
EML icon
290
Eastern Company
EML
$146M
$1.75M 0.04%
69,047
– –
ALL icon
291
Allstate
ALL
$66.9B
$1.74M 0.04%
8,402
+55
+0.7% +$10.7K
DFS
292
DELISTED
Discover Financial Services
DFS
$1.73M 0.04%
10,110
-552
-5% -$101K
JMST icon
293
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.11B
$1.72M 0.04%
33,881
-477
-1% -$24.2K
PLTR icon
294
Palantir
PLTR
$295B
$1.71M 0.04%
20,283
-54,786
-73% -$4.81M
NEWT icon
295
NewtekOne
NEWT
$417M
$1.7M 0.04%
141,821
+518
+0.4% +$6.54K
USB icon
296
US Bancorp
USB
$99.6B
$1.69M 0.04%
40,061
-1,713
-4% -$79K
IBM icon
297
IBM
IBM
$202B
$1.69M 0.04%
6,800
-39
-0.6% -$9.54K
VZ icon
298
Verizon
VZ
$194B
$1.68M 0.04%
37,111
-24,247
-40% -$1.01M
FBT icon
299
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.8B
$1.66M 0.04%
+9,779
New +$1.7M
VYM icon
300
Vanguard High Dividend Yield ETF
VYM
$81.1B
$1.63M 0.04%
12,666
-574
-4% -$75.1K
10 11
12
13 14

Similar funds

DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $4.72B AUM 29.46% 1-Year Est. Return
EI
EFG International Zurich $4.67B AUM
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

Ancora Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Ancora Advisors held 2,004 positions worth $4.48B, down 0.02% from $4.48B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Ancora Advisors's Q1 2025 filing shows 121 new, 451 increased, 464 reduced and 160 closed positions. Its largest new stake was Smithfield Foods: 276,870 shares worth $5.65M. The largest sale was Berry Global Group, Inc., an estimated $68.3M.

By sector, the portfolio is most concentrated in Industrials at 17% of assets, up from 17% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q1 2025 buy was Smithfield Foods: 276,870 shares worth $5.65M.
  • Ancora Advisors added most to LKQ Corp in Q1 2025, an estimated $106M increase.
  • Ancora Advisors's biggest Q1 2025 reduction was Berry Global Group, Inc., cutting an estimated $68.3M.
  • Ancora Advisors fully exited Helix Energy Solutions in Q1 2025, selling an estimated $4.91M.
  • Ancora Advisors's ten largest holdings make up 28% of its $4.48B portfolio in Q1 2025.
  • Ancora Advisors opened 121 new positions and closed 160 in Q1 2025.
  • Ancora Advisors's portfolio value fell 0.02% quarter-over-quarter to $4.48B.

Based on Ancora Advisors's 13F filing for Q1 2025, filed 15 May 2025.