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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
NN icon
626
CALL
NextNav
NN
$1.75B
$276K 0.01%
+1,548
New +$18.7K
ZOM
627
DELISTED
Zomedica Corp.
ZOM
$274K 0.01%
+4,720,121
New +$578K
DY icon
628
Dycom Industries
DY
$12.7B
$272K 0.01%
1,785
– –
DBC icon
629
Invesco DB Commodity Index Tracking Fund
DBC
$1.67B
$268K 0.01%
11,927
– –
NOBL icon
630
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.8B
$268K 0.01%
5,250
– –
DD icon
631
DuPont de Nemours
DD
$18.8B
$266K 0.01%
2,843
+52
+2% +$5.07K
CEG icon
632
Constellation Energy
CEG
$96.2B
$266K 0.01%
1,317
-115
-8% -$30.8K
EG icon
633
Everest Group
EG
$15.4B
$263K 0.01%
725
– –
SYLD icon
634
Cambria Shareholder Yield ETF
SYLD
$993M
$260K 0.01%
4,082
+2
+0% +$135
HES
635
DELISTED
Hess
HES
$260K 0.01%
1,628
-16
-1% -$2.35K
LMBS icon
636
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.35B
$260K 0.01%
5,285
– –
NXP icon
637
Nuveen Select Tax-Free Income Portfolio
NXP
$897M
$259K 0.01%
18,056
-413
-2% -$6.07K
SPAX
638
DELISTED
Robinson Alternative Yield Pre-merger SPAC ETF
SPAX
$259K 0.01%
12,712
– –
AVDV icon
639
Avantis International Small Cap Value ETF
AVDV
$18.9B
$257K 0.01%
3,685
– –
HAP icon
640
VanEck Natural Resources ETF
HAP
$301M
$256K 0.01%
5,141
– –
GOCO
641
DELISTED
GoHealth
GOCO
$256K 0.01%
20,869
-9,611
-32% -$147K
WHR icon
642
Whirlpool
WHR
$2.45B
$252K 0.01%
2,800
-2,500
-47% -$265K
SCHM icon
643
Schwab US Mid-Cap ETF
SCHM
$14.6B
$252K 0.01%
9,606
– –
DLN icon
644
WisdomTree US LargeCap Dividend Fund
DLN
$6.26B
$251K 0.01%
3,159
– –
ALYA
645
DELISTED
Alithya Group Inc Class A Subordinate Voting Shares
ALYA
$249K 0.01%
209,503
– –
XLV icon
646
State Street Health Care Select Sector SPDR ETF
XLV
$42.3B
$247K 0.01%
1,690
-10
-0.6% -$1.45K
LLYVK icon
647
Liberty Live Group Series C
LLYVK
$9.41B
$246K 0.01%
3,613
– –
PII icon
648
Polaris
PII
$4.3B
$246K 0.01%
+6,000
New +$286K
IIGD icon
649
Invesco Investment Grade Defensive ETF
IIGD
$26.7M
$245K 0.01%
10,000
– –
VLO icon
650
Valero Energy
VLO
$90.5B
$245K 0.01%
1,852
-98
-5% -$13K
24 25
26
27 28

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GCM
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CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
GCL
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KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
SCB
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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.