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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
LYB icon
501
LyondellBasell Industries
LYB
$19.5B
$505K 0.01%
7,174
+6,681
+1,355% +$503K
IUSG icon
502
iShares Core S&P US Growth ETF
IUSG
$31.1B
$503K 0.01%
3,955
-536
-12% -$74.1K
IJJ icon
503
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.85B
$501K 0.01%
4,182
– –
DE icon
504
Deere & Co
DE
$170B
$497K 0.01%
1,059
-134
-11% -$62.7K
ITW icon
505
Illinois Tool Works
ITW
$81.4B
$497K 0.01%
2,002
– –
PAVE icon
506
Global X US Infrastructure Development ETF
PAVE
$14.2B
$495K 0.01%
13,117
-782
-6% -$31.7K
TNK icon
507
Teekay Tankers
TNK
$2.63B
$495K 0.01%
12,928
+75
+0.6% +$3.04K
ORLY icon
508
O'Reilly Automotive
ORLY
$72.4B
$491K 0.01%
5,145
– –
MRBK icon
509
Meridian
MRBK
$236M
$484K 0.01%
33,590
+4,800
+17% +$73.1K
BWMN icon
510
Bowman Consulting
BWMN
$454M
$483K 0.01%
22,146
-664
-3% -$15.5K
IDA icon
511
Idacorp
IDA
$8.23B
$482K 0.01%
4,150
-2,850
-41% -$319K
CBRE icon
512
CBRE Group
CBRE
$40.8B
$482K 0.01%
3,685
+200
+6% +$27.2K
EMLP icon
513
First Trust North American Energy Infrastructure Fund
EMLP
$4.18B
$477K 0.01%
12,734
+5
+0% +$185
BSCQ icon
514
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.67B
$474K 0.01%
24,343
+5,150
+27% +$100K
GBTC icon
515
Grayscale Bitcoin Trust
GBTC
$9.64B
$473K 0.01%
7,260
+2,293
+46% +$169K
VOYA icon
516
Voya Financial
VOYA
$8.94B
$470K 0.01%
6,932
– –
OKE icon
517
Oneok
OKE
$58.7B
$469K 0.01%
4,727
-1,030
-18% -$102K
HELO icon
518
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.14B
$468K 0.01%
7,839
-2,426
-24% -$150K
LW icon
519
Lamb Weston
LW
$6.82B
$468K 0.01%
8,774
-314
-3% -$17.8K
ACWI icon
520
iShares MSCI ACWI ETF
ACWI
$32.6B
$466K 0.01%
4,000
– –
SLGN icon
521
Silgan Holdings
SLGN
$4.91B
$463K 0.01%
9,055
+25
+0.3% +$1.31K
VHT icon
522
Vanguard Health Care ETF
VHT
$18.2B
$463K 0.01%
1,748
-1
-0.1% -$266
MDY icon
523
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$460K 0.01%
862
+35
+4% +$19.9K
SNOW icon
524
Snowflake
SNOW
$92.9B
$459K 0.01%
3,143
– –
GOGO icon
525
Gogo Inc
GOGO
$515M
$458K 0.01%
+53,086
New +$415K
19 20
21
22 23

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DCP
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GCM
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CCWM
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GCL
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KCM
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SCB
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EI
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RS
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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.