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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
EEMV icon
776
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.47B
$134K ﹤0.01%
2,311
-5
-0.2% -$302
FDVV icon
777
Fidelity High Dividend ETF
FDVV
$10.1B
$134K ﹤0.01%
2,675
– –
VGK icon
778
Vanguard FTSE Europe ETF
VGK
$30.1B
$132K ﹤0.01%
2,075
– –
CI icon
779
Cigna
CI
$77B
$132K ﹤0.01%
477
-260
-35% -$82.9K
CSX icon
780
PUT
CSX Corp
CSX
$96B
$131K ﹤0.01%
1,344
-1,600
-54% -$54.9K
CII icon
781
BlackRock Enhanced Captial and Income Fund
CII
$984M
$131K ﹤0.01%
6,500
– –
PDX
782
PIMCO Dynamic Income Strategy Fund
PDX
$951M
$131K ﹤0.01%
5,000
– –
CHX
783
DELISTED
ChampionX
CHX
$130K ﹤0.01%
4,780
– –
SPYM
784
State Street SPDR Portfolio S&P 500 ETF
SPYM
$159B
$130K ﹤0.01%
1,881
+362
+24% +$25.1K
RPM icon
785
RPM International
RPM
$13.8B
$129K ﹤0.01%
1,048
– –
RVSB icon
786
Riverview Bancorp
RVSB
$108M
$128K ﹤0.01%
22,338
– –
SNV
787
DELISTED
Synovus
SNV
$128K ﹤0.01%
2,498
– –
XPEV icon
788
XPeng
XPEV
$12.2B
$128K ﹤0.01%
10,800
+9,800
+980% +$121K
DSI icon
789
iShares MSCI KLD 400 Social ETF
DSI
$5.15B
$127K ﹤0.01%
1,150
– –
BUFC icon
790
AB Conservative Buffer ETF
BUFC
$1.04B
$125K ﹤0.01%
+3,190
New +$124K
IGM icon
791
iShares Expanded Tech Sector ETF
IGM
$9.92B
$124K ﹤0.01%
1,212
– –
PSA icon
792
Public Storage
PSA
$60.5B
$123K ﹤0.01%
412
– –
BP icon
793
BP
BP
$109B
$123K ﹤0.01%
4,150
-250
-6% -$7.51K
IWO icon
794
iShares Russell 2000 Growth ETF
IWO
$14.4B
$123K ﹤0.01%
426
– –
AWI icon
795
Armstrong World Industries
AWI
$7.05B
$121K ﹤0.01%
859
– –
SRAD icon
796
Sportradar
SRAD
$4.34B
$119K ﹤0.01%
6,850
+1,850
+37% +$27.9K
DLR icon
797
Digital Realty Trust
DLR
$72.4B
$118K ﹤0.01%
666
+224
+51% +$39.7K
SCHA icon
798
Schwab U.S Small- Cap ETF
SCHA
$22.4B
$116K ﹤0.01%
4,480
– –
KHC icon
799
Kraft Heinz
KHC
$31.1B
$116K ﹤0.01%
3,762
-397
-10% -$13K
JPUS
800
JPMorgan Diversified Return US Equity ETF
JPUS
$459M
$115K ﹤0.01%
1,011
-350
-26% -$41.8K
30 31
32
33 34

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 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.