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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
ATO icon
751
Atmos Energy
ATO
$29.7B
$153K ﹤0.01%
988
– –
EZM icon
752
WisdomTree US MidCap Fund
EZM
$941M
$153K ﹤0.01%
2,560
– –
XLP icon
753
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.3B
$152K ﹤0.01%
1,861
-73
-4% -$5.83K
NUW icon
754
Nuveen AMT-Free Municipal Value Fund
NUW
$250M
$151K ﹤0.01%
10,993
– –
COIN icon
755
Coinbase
COIN
$44.1B
$149K ﹤0.01%
868
+60
+7% +$14.5K
CHDN icon
756
Churchill Downs
CHDN
$6.15B
$148K ﹤0.01%
1,332
– –
NVG icon
757
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.66B
$147K ﹤0.01%
11,843
-384
-3% -$4.81K
VGK icon
758
Vanguard FTSE Europe ETF
VGK
$30.1B
$146K ﹤0.01%
2,075
– –
NDAQ icon
759
Nasdaq
NDAQ
$52.5B
$145K ﹤0.01%
1,916
+674
+54% +$53K
KHC icon
760
Kraft Heinz
KHC
$31.1B
$145K ﹤0.01%
4,762
+1,000
+27% +$29.9K
TKR icon
761
Timken Company
TKR
$9.81B
$144K ﹤0.01%
2,000
– –
CDZI icon
762
Cadiz
CDZI
$259M
$143K ﹤0.01%
48,800
– –
PGF icon
763
Invesco Financial Preferred ETF
PGF
$675M
$143K ﹤0.01%
10,000
– –
CHX
764
DELISTED
ChampionX
CHX
$142K ﹤0.01%
4,780
– –
RWO icon
765
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.32B
$141K ﹤0.01%
3,240
– –
WEAT icon
766
Teucrium Wheat Fund
WEAT
$293M
$140K ﹤0.01%
6,000
– –
EEMV icon
767
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.47B
$138K ﹤0.01%
2,363
+52
+2% +$3.03K
FXC icon
768
Invesco CurrencyShares Canadian Dollar Trust
FXC
$72.6M
$136K ﹤0.01%
+2,000
New +$136K
IYJ icon
769
iShares US Industrials ETF
IYJ
$2B
$134K ﹤0.01%
1,031
– –
KNF icon
770
Knife River
KNF
$4.46B
$134K ﹤0.01%
1,484
-80
-5% -$7.79K
CHRW icon
771
C.H. Robinson
CHRW
$20.6B
$133K ﹤0.01%
1,302
+2
+0.2% +$202
SGC icon
772
Superior Group of Companies
SGC
$195M
$133K ﹤0.01%
+12,170
New +$171K
AIQ icon
773
Global X Artificial Intelligence & Technology ETF
AIQ
$9.26B
$130K ﹤0.01%
3,585
-3,043
-46% -$120K
CRSP icon
774
CRISPR Therapeutics
CRSP
$4.6B
$130K ﹤0.01%
3,810
+880
+30% +$37.3K
WBA
775
CALL
DELISTED
Walgreens Boots Alliance
WBA
$129K ﹤0.01%
801
-100
-11% -$1.09K
29 30
31
32 33

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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
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SCB
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EI
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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.