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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
FREL icon
751
Fidelity MSCI Real Estate Index ETF
FREL
$1.52B
$151K ﹤0.01%
5,597
– –
WBA
752
CALL
DELISTED
Walgreens Boots Alliance
WBA
$151K ﹤0.01%
901
+500
+125% +$4.64K
GRAB icon
753
Grab
GRAB
$13.7B
$151K ﹤0.01%
+32,000
New +$146K
NVG icon
754
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.66B
$150K ﹤0.01%
12,227
– –
NUW icon
755
Nuveen AMT-Free Municipal Value Fund
NUW
$250M
$149K ﹤0.01%
10,993
– –
FCX icon
756
Freeport-McMoran
FCX
$90.2B
$146K ﹤0.01%
3,830
+21
+0.6% +$939
PGF icon
757
Invesco Financial Preferred ETF
PGF
$675M
$146K ﹤0.01%
10,000
-150
-1% -$2.28K
LKQ icon
758
CALL
LKQ Corp
LKQ
$6.69B
$145K ﹤0.01%
+2,000
New +$76.4K
WEAT icon
759
Teucrium Wheat Fund
WEAT
$293M
$145K ﹤0.01%
6,000
– –
CME icon
760
CME Group
CME
$92.3B
$143K ﹤0.01%
616
+271
+79% +$62.3K
TKR icon
761
Timken Company
TKR
$9.81B
$143K ﹤0.01%
2,000
– –
HUBS icon
762
HubSpot
HUBS
$11.4B
$142K ﹤0.01%
205
+3
+1% +$1.93K
HIG icon
763
Hartford Financial Services
HIG
$38.4B
$140K ﹤0.01%
1,283
+30
+2% +$3.48K
PYPL icon
764
PayPal
PYPL
$49.5B
$140K ﹤0.01%
1,638
-323
-16% -$27.2K
SGOV icon
765
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.3B
$139K ﹤0.01%
1,390
-113
-8% -$11.4K
RWO icon
766
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.32B
$139K ﹤0.01%
3,240
– –
MANU icon
767
Manchester United
MANU
$3.96B
$139K ﹤0.01%
8,000
– –
ABR icon
768
Arbor Realty Trust
ABR
$977M
$139K ﹤0.01%
10,000
– –
IYJ icon
769
iShares US Industrials ETF
IYJ
$2B
$138K ﹤0.01%
1,031
– –
ATO icon
770
Atmos Energy
ATO
$29.7B
$138K ﹤0.01%
988
-89
-8% -$12.7K
VRP icon
771
Invesco Variable Rate Preferred ETF
VRP
$2.99B
$137K ﹤0.01%
5,643
+1,508
+36% +$36.8K
NBIX icon
772
Neurocrine Biosciences
NBIX
$17.7B
$137K ﹤0.01%
1,000
– –
USA icon
773
Liberty All-Star Equity Fund
USA
$1.76B
$135K ﹤0.01%
19,437
-3,589
-16% -$25.8K
CHRW icon
774
C.H. Robinson
CHRW
$20.6B
$134K ﹤0.01%
1,300
+1,200
+1,200% +$129K
UNP icon
775
PUT
Union Pacific
UNP
$178B
$134K ﹤0.01%
147
-136
-48% -$32.2K
29 30
31
32 33

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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.