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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
ZBRA icon
601
Zebra Technologies
ZBRA
$12.6B
$317K 0.01%
1,122
+1
+0.1% +$342
HQI icon
602
HireQuest
HQI
$192M
$317K 0.01%
+26,619
New +$360K
BCI icon
603
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.94B
$315K 0.01%
14,700
– –
DGICA icon
604
Donegal Group Class A
DGICA
$707M
$314K 0.01%
15,981
– –
FTK icon
605
Flotek Industries
FTK
$878M
$314K 0.01%
37,640
-63,160
-63% -$546K
AWK icon
606
American Water Works
AWK
$26.3B
$313K 0.01%
2,125
+3
+0.1% +$395
SURE icon
607
AdvisorShares Insider Advantage ETF
SURE
$55.9M
$313K 0.01%
2,810
– –
NVS icon
608
Novartis
NVS
$298B
$313K 0.01%
2,807
-269
-9% -$28.6K
GOLD
609
Gold.com Inc
GOLD
$1.17B
$308K 0.01%
12,131
+5,010
+70% +$139K
IWB icon
610
iShares Russell 1000 ETF
IWB
$47.7B
$305K 0.01%
993
– –
BSCT icon
611
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.9B
$303K 0.01%
16,364
+5,450
+50% +$100K
LRCX icon
612
Lam Research
LRCX
$357B
$303K 0.01%
4,162
+3
+0.1% +$236
VTWO icon
613
Vanguard Russell 2000 ETF
VTWO
$17.4B
$299K 0.01%
3,711
-470
-11% -$41.2K
SLNG icon
614
Stabilis Solutions
SLNG
$91.5M
$298K 0.01%
61,391
+54,598
+804% +$335K
SPY icon
615
CALL
State Street SPDR S&P 500 ETF Trust
SPY
$780B
$297K 0.01%
18
– –
EQIX icon
616
Equinix
EQIX
$103B
$295K 0.01%
362
-43
-11% -$38.7K
VTEB icon
617
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
$294K 0.01%
5,917
+926
+19% +$46.3K
LULU icon
618
lululemon athletica
LULU
$13.3B
$290K 0.01%
1,024
-22
-2% -$8.07K
CASY icon
619
Casey's General Stores
CASY
$31.7B
$289K 0.01%
665
– –
LECO icon
620
Lincoln Electric
LECO
$13.9B
$287K 0.01%
1,519
-376
-20% -$73.8K
OTIS icon
621
Otis Worldwide
OTIS
$27.9B
$286K 0.01%
2,769
-39
-1% -$3.81K
TPG icon
622
TPG
TPG
$6.91B
$285K 0.01%
6,000
– –
IJK icon
623
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$283K 0.01%
3,394
– –
ELA icon
624
Envela
ELA
$545M
$280K 0.01%
44,923
+10,923
+32% +$71K
SPE
625
Special Opportunities Fund
SPE
$139M
$279K 0.01%
19,429
-6,628
-25% -$96.2K
23 24
25
26 27

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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.