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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
+2.48%
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
+$90.2M
Cap. Flow
+$50.5M
Cap. Flow %
1.13%
Top 10 Hldgs %
27.44%
Holding
2,013
New
167
Increased
446
Reduced
488
Closed
131

Top Buys

Rank Stock Value
1
LKQ icon
LKQ Corp
LKQ
+$74.4M
2
MAGN
Magnera Corp
MAGN
+$33.8M
3
RBA icon
RB Global
RBA
+$29.5M
4
X
US Steel
X
+$17.8M
5
UGI icon
UGI
UGI
+$11M

Top Sells

Rank Stock Value
1
BERY
Berry Global Group, Inc.
BERY
+$32.2M
2
NSC icon
Norfolk Southern
NSC
+$27.5M
3
GRBK icon
Green Brick Partners
GRBK
+$26.7M
4
CZR icon
Caesars Entertainment
CZR
+$21M
5
MDU icon
MDU Resources
MDU
+$12.3M

Sector Composition

Rank Sector Weight
1 Industrials 16.68%
2 Technology 14.95%
3 Consumer Discretionary 9.43%
4 Financials 8.79%
5 Healthcare 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NSC icon
601
CALL
Norfolk Southern
NSC
$77.4B
$300K 0.01%
400
-205
-34% -$52.1K
NVS icon
602
Novartis
NVS
$298B
$299K 0.01%
3,076
– –
ACGL icon
603
Arch Capital
ACGL
$36.4B
$299K 0.01%
3,239
+480
+17% +$48.5K
UBER icon
604
Uber
UBER
$138B
$298K 0.01%
4,943
+293
+6% +$20.9K
EMR icon
605
Emerson Electric
EMR
$82.9B
$296K 0.01%
2,391
+466
+24% +$56.5K
MDLZ icon
606
Mondelez International
MDLZ
$77.9B
$293K 0.01%
4,900
+27
+0.6% +$1.79K
POST icon
607
Post Holdings
POST
$4.18B
$292K 0.01%
+2,550
New +$291K
ALE
608
DELISTED
Allete
ALE
$292K 0.01%
+4,500
New +$290K
BCI icon
609
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.95B
$290K 0.01%
14,700
+100
+0.7% +$2.02K
SHEL icon
610
Shell
SHEL
$241B
$287K 0.01%
4,577
+141
+3% +$9.24K
SPHQ icon
611
Invesco S&P 500 Quality ETF
SPHQ
$19.3B
$286K 0.01%
4,268
– –
GSBD icon
612
Goldman Sachs BDC
GSBD
$982M
$285K 0.01%
23,587
– –
CCO icon
613
Clear Channel Outdoor Holdings
CCO
$1.23B
$285K 0.01%
208,140
-24,740
-11% -$37.8K
ICE icon
614
Intercontinental Exchange
ICE
$83.6B
$284K 0.01%
1,907
+351
+23% +$55.6K
BSX icon
615
Boston Scientific
BSX
$68.4B
$283K 0.01%
3,172
-84
-3% -$7.39K
ALTO icon
616
Alto Ingredients
ALTO
$346M
$283K 0.01%
181,413
-227,292
-56% -$356K
GILD icon
617
Gilead Sciences
GILD
$164B
$281K 0.01%
3,043
-296
-9% -$26.7K
NXP icon
618
Nuveen Select Tax-Free Income Portfolio
NXP
$899M
$280K 0.01%
18,469
– –
SYLD icon
619
Cambria Shareholder Yield ETF
SYLD
$991M
$279K 0.01%
4,080
-479
-11% -$34.6K
EXK
620
Endeavour Silver
EXK
$2.34B
$279K 0.01%
76,148
-340
-0.4% -$1.5K
VXUS icon
621
Vanguard Total International Stock ETF
VXUS
$153B
$272K 0.01%
4,608
-64
-1% -$3.96K
PULS icon
622
PGIM Ultra Short Bond ETF
PULS
$17.7B
$270K 0.01%
5,440
+3,026
+125% +$150K
DD icon
623
DuPont de Nemours
DD
$18.6B
$267K 0.01%
2,791
-19
-0.7% -$1.98K
CLF icon
624
Cleveland-Cliffs
CLF
$6.64B
$267K 0.01%
28,357
+1,450
+5% +$17.5K
SCHM icon
625
Schwab US Mid-Cap ETF
SCHM
$14.5B
$266K 0.01%
9,606
– –
23 24
25
26 27

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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 Q4 2024 Portfolio in Review

As of Q4 2024, Ancora Advisors held 2,013 positions worth $4.48B, up 2.1% from $4.39B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Ancora Advisors's Q4 2024 filing shows 167 new, 446 increased, 488 reduced and 131 closed positions. Its largest new stake was Magnera Corp: 1,653,680 shares worth $30M. The largest sale was Berry Global Group, Inc., an estimated $32.2M.

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

  • Ancora Advisors's largest Q4 2024 buy was Magnera Corp: 1,653,680 shares worth $30M.
  • Ancora Advisors added most to LKQ Corp in Q4 2024, an estimated $74.4M increase.
  • Ancora Advisors's biggest Q4 2024 reduction was Berry Global Group, Inc., cutting an estimated $32.2M.
  • Ancora Advisors fully exited Primo Water Corporation in Q4 2024, selling an estimated $8.46M.
  • Ancora Advisors's ten largest holdings make up 27% of its $4.48B portfolio in Q4 2024.
  • Ancora Advisors opened 167 new positions and closed 131 in Q4 2024.
  • Ancora Advisors's portfolio value rose 2.1% quarter-over-quarter to $4.48B.

Based on Ancora Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.