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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
PKW icon
426
Invesco BuyBack Achievers ETF
PKW
$1.69B
$758K 0.02%
6,732
– –
AOUT icon
427
American Outdoor Brands
AOUT
$162M
$746K 0.02%
61,344
-97,054
-61% -$1.49M
RGR icon
428
Sturm, Ruger & Co
RGR
$610M
$734K 0.02%
18,679
+5,537
+42% +$208K
NOW icon
429
ServiceNow
NOW
$102B
$734K 0.02%
4,605
-165
-3% -$31.8K
SLV icon
430
iShares Silver Trust
SLV
$28.1B
$730K 0.02%
23,546
-105
-0.4% -$3.05K
INSE icon
431
Inspired Entertainment
INSE
$177M
$726K 0.02%
84,970
-4,690
-5% -$45.1K
CLF icon
432
Cleveland-Cliffs
CLF
$6.81B
$721K 0.02%
87,681
+59,324
+209% +$603K
CULP icon
433
Culp Inc
CULP
$45M
$720K 0.02%
143,975
-18,328
-11% -$97.1K
SMH icon
434
VanEck Semiconductor ETF
SMH
$67.6B
$718K 0.02%
3,396
-112
-3% -$26.8K
CHEF icon
435
Chefs' Warehouse
CHEF
$3.87B
$718K 0.02%
13,185
-630
-5% -$35.1K
NNAVW
436
DELISTED
NextNav Inc Warrant
NNAVW
$717K 0.02%
161,910
-28,090
-15% -$124K
ADV icon
437
Advantage Solutions
ADV
$484M
$709K 0.02%
18,795
-14,400
-43% -$839K
BSM icon
438
Black Stone Minerals
BSM
$3.11B
$705K 0.02%
46,138
-5,739
-11% -$86.2K
MOG.A icon
439
Moog Inc Class A
MOG.A
$13B
$701K 0.02%
4,045
+150
+4% +$27.6K
CCJ icon
440
Cameco
CCJ
$38.3B
$700K 0.02%
17,018
-1,982
-10% -$93.3K
RHLD
441
Resolute Holdings Management
RHLD
$1.09B
$700K 0.02%
+22,337
New +$792K
BGSF icon
442
BGSF Inc
BGSF
$59.1M
$699K 0.02%
190,081
+1,047
+0.6% +$4.95K
BND icon
443
Vanguard Total Bond Market
BND
$157B
$693K 0.02%
9,434
– –
DFIN icon
444
Donnelley Financial Solutions
DFIN
$1.21B
$692K 0.02%
15,837
+12,230
+339% +$677K
AMD icon
445
Advanced Micro Devices
AMD
$851B
$692K 0.02%
6,736
-1,562
-19% -$174K
KRT icon
446
Karat Packaging
KRT
$789M
$690K 0.02%
25,948
+99
+0.4% +$2.95K
GE icon
447
GE Aerospace
GE
$367B
$683K 0.02%
3,412
+636
+23% +$125K
PKE icon
448
Park Aerospace
PKE
$745M
$681K 0.02%
50,650
-2,830
-5% -$39.8K
TLN
449
Talen Energy Corp
TLN
$17.2B
$678K 0.02%
3,397
-6,900
-67% -$1.5M
T icon
450
AT&T
T
$165B
$675K 0.02%
23,857
-519
-2% -$13.1K
16 17
18
19 20

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DCP
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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.