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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
EOT
651
Eaton Vance National Municipal Opportunities Trust
EOT
$267M
$241K 0.01%
14,500
– –
CB icon
652
Chubb
CB
$139B
$240K 0.01%
794
-101
-11% -$28.1K
FLOT icon
653
iShares Floating Rate Bond ETF
FLOT
$10.2B
$238K 0.01%
4,661
+1,058
+29% +$53.9K
NXST icon
654
Nexstar Media Group
NXST
$5.67B
$237K 0.01%
1,325
-150
-10% -$24.3K
LBRDK icon
655
Liberty Broadband Class C
LBRDK
$4.44B
$236K 0.01%
2,776
– –
UEIC icon
656
Universal Electronics
UEIC
$57.6M
$234K 0.01%
38,315
-116,479
-75% -$1.02M
IBIT icon
657
iShares Bitcoin Trust
IBIT
$48.2B
$234K 0.01%
5,005
+1,712
+52% +$90.6K
FORR icon
658
Forrester Research
FORR
$185M
$232K 0.01%
25,150
+92
+0.4% +$1.17K
HBM icon
659
Hudbay
HBM
$9.96B
$231K 0.01%
30,500
-8,000
-21% -$65.2K
IBDQ
660
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$231K 0.01%
9,191
+2
+0% +$50
SYY icon
661
Sysco
SYY
$40.2B
$230K 0.01%
3,063
-1,066
-26% -$78.1K
EDD
662
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
$378M
$230K 0.01%
48,871
– –
BA icon
663
Boeing
BA
$167B
$230K 0.01%
1,346
+31
+2% +$5.37K
AFL icon
664
Aflac
AFL
$64.4B
$226K 0.01%
2,032
+375
+23% +$39.8K
NVO
665
Novo Nordisk
NVO
$220B
$225K 0.01%
3,237
+425
+15% +$35.1K
KR icon
666
Kroger
KR
$35.5B
$225K 0.01%
3,319
-370
-10% -$23.4K
GWW icon
667
W.W. Grainger
GWW
$66B
$223K 0.01%
226
-9
-4% -$9.3K
DIVO icon
668
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.48B
$223K 0.01%
5,469
+40
+0.7% +$1.66K
PULS icon
669
PGIM Ultra Short Bond ETF
PULS
$17.7B
$220K ﹤0.01%
4,422
-1,018
-19% -$50.6K
F icon
670
Ford
F
$58.5B
$220K ﹤0.01%
21,889
-2,385
-10% -$23.3K
CABO icon
671
Cable One
CABO
$224M
$219K ﹤0.01%
825
+175
+27% +$51.1K
PK icon
672
Park Hotels & Resorts
PK
$3.03B
$215K ﹤0.01%
20,100
+20,000
+20,000% +$253K
VONE icon
673
Vanguard Russell 1000 ETF
VONE
$8.19B
$215K ﹤0.01%
845
– –
BSCU icon
674
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.65B
$213K ﹤0.01%
12,828
– –
XLI icon
675
State Street Industrial Select Sector SPDR ETF
XLI
$33.4B
$208K ﹤0.01%
1,589
+239
+18% +$32.3K
25 26
27
28 29

Similar funds

DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
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.