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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
CRSP icon
801
CRISPR Therapeutics
CRSP
$4.6B
$115K ﹤0.01%
2,930
-1,075
-27% -$50.8K
WMB icon
802
Williams Companies
WMB
$86.6B
$115K ﹤0.01%
2,117
+174
+9% +$9.38K
SCHP icon
803
Schwab US TIPS ETF
SCHP
$16.3B
$114K ﹤0.01%
4,430
– –
RY icon
804
Royal Bank of Canada
RY
$291B
$113K ﹤0.01%
942
+36
+4% +$4.44K
GOLF icon
805
Acushnet Holdings
GOLF
$6.08B
$113K ﹤0.01%
1,593
– –
ZM icon
806
Zoom
ZM
$26.7B
$111K ﹤0.01%
1,366
+235
+21% +$18.5K
NNI icon
807
Nelnet
NNI
$4.81B
$110K ﹤0.01%
1,034
-250
-19% -$27.6K
GIB icon
808
CGI
GIB
$14.5B
$109K ﹤0.01%
1,000
– –
VLTO icon
809
Veralto
VLTO
$23.2B
$106K ﹤0.01%
1,040
-238
-19% -$25.4K
SUSB icon
810
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.3B
$106K ﹤0.01%
4,283
– –
CP icon
811
Canadian Pacific Kansas City
CP
$81.1B
$106K ﹤0.01%
1,460
-100
-6% -$7.71K
GPN icon
812
Global Payments
GPN
$23B
$105K ﹤0.01%
934
-160
-15% -$17.5K
CMI icon
813
Cummins
CMI
$91.3B
$105K ﹤0.01%
300
– –
FE icon
814
FirstEnergy
FE
$28.5B
$104K ﹤0.01%
2,619
– –
TTD icon
815
Trade Desk
TTD
$8.41B
$104K ﹤0.01%
884
+121
+16% +$15K
IEX icon
816
IDEX
IEX
$16.6B
$104K ﹤0.01%
496
+494
+24,700% +$108K
MELI icon
817
Mercado Libre
MELI
$92.3B
$104K ﹤0.01%
61
+6
+11% +$11.7K
BNY
818
Bank of New York Mellon
BNY
$107B
$104K ﹤0.01%
1,350
– –
ASUR icon
819
Asure Software
ASUR
$222M
$104K ﹤0.01%
11,000
– –
AQST icon
820
Aquestive Therapeutics
AQST
$468M
$103K ﹤0.01%
28,997
+7,751
+36% +$35.7K
IEO icon
821
iShares US Oil & Gas Exploration & Production ETF
IEO
$558M
$103K ﹤0.01%
1,145
-40
-3% -$3.77K
INFY icon
822
Infosys
INFY
$47.4B
$101K ﹤0.01%
4,600
– –
CFG icon
823
Citizens Financial Group
CFG
$30.1B
$98.9K ﹤0.01%
2,260
+38
+2% +$1.68K
OKLO
824
Oklo
OKLO
$7.27B
$97.9K ﹤0.01%
4,610
+710
+18% +$13.8K
UPST icon
825
Upstart Holdings
UPST
$2.63B
$97K ﹤0.01%
1,575
+375
+31% +$23.4K
31 32
33
34 35

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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.