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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
AEM icon
776
Agnico Eagle Mines
AEM
$73B
$129K ﹤0.01%
1,190
-3,797
-76% -$363K
VRP icon
777
Invesco Variable Rate Preferred ETF
VRP
$2.99B
$129K ﹤0.01%
5,315
-328
-6% -$7.98K
USA icon
778
Liberty All-Star Equity Fund
USA
$1.76B
$127K ﹤0.01%
19,437
– –
RVSB icon
779
Riverview Bancorp
RVSB
$108M
$126K ﹤0.01%
22,338
– –
GDXJ icon
780
VanEck Junior Gold Miners ETF
GDXJ
$7.15B
$126K ﹤0.01%
2,200
– –
OKLO
781
Oklo
OKLO
$7.27B
$126K ﹤0.01%
5,810
+1,200
+26% +$40.5K
BP icon
782
BP
BP
$109B
$125K ﹤0.01%
3,698
-452
-11% -$14.8K
PSA icon
783
Public Storage
PSA
$60.5B
$124K ﹤0.01%
413
+1
+0.2% +$299
BUFC icon
784
AB Conservative Buffer ETF
BUFC
$1.04B
$123K ﹤0.01%
3,190
– –
PDX
785
PIMCO Dynamic Income Strategy Fund
PDX
$951M
$123K ﹤0.01%
5,000
– –
GSK icon
786
GSK
GSK
$104B
$123K ﹤0.01%
3,166
-9,805
-76% -$359K
TSQ icon
787
Townsquare Media
TSQ
$106M
$122K ﹤0.01%
+15,000
New +$130K
VONV icon
788
Vanguard Russell 1000 Value ETF
VONV
$20.5B
$121K ﹤0.01%
1,469
-459
-24% -$38.4K
RPM icon
789
RPM International
RPM
$13.8B
$121K ﹤0.01%
1,048
– –
AWI icon
790
Armstrong World Industries
AWI
$7.05B
$121K ﹤0.01%
859
– –
CRVS icon
791
Corvus Pharmaceuticals
CRVS
$1.09B
$120K ﹤0.01%
37,869
– –
CII icon
792
BlackRock Enhanced Captial and Income Fund
CII
$984M
$120K ﹤0.01%
6,500
– –
SCHP icon
793
Schwab US TIPS ETF
SCHP
$16.3B
$120K ﹤0.01%
4,456
+26
+0.6% +$684
MELI icon
794
Mercado Libre
MELI
$92.3B
$119K ﹤0.01%
61
– –
DSI icon
795
iShares MSCI KLD 400 Social ETF
DSI
$5.15B
$118K ﹤0.01%
1,150
– –
FCX icon
796
Freeport-McMoran
FCX
$90.2B
$118K ﹤0.01%
3,107
-723
-19% -$27.7K
SNV
797
DELISTED
Synovus
SNV
$117K ﹤0.01%
2,498
– –
JPUS
798
JPMorgan Diversified Return US Equity ETF
JPUS
$459M
$116K ﹤0.01%
1,011
– –
WMB icon
799
Williams Companies
WMB
$86.6B
$116K ﹤0.01%
1,943
-174
-8% -$9.96K
NNI icon
800
Nelnet
NNI
$4.81B
$115K ﹤0.01%
1,034
– –
30 31
32
33 34

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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 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.