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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
RGLD icon
801
Royal Gold
RGLD
$17.1B
$114K ﹤0.01%
700
– –
BNY
802
Bank of New York Mellon
BNY
$107B
$113K ﹤0.01%
1,350
– –
PENN icon
803
PENN Entertainment
PENN
$2.83B
$112K ﹤0.01%
6,855
+4,635
+209% +$90.6K
PYPL icon
804
PayPal
PYPL
$49.5B
$111K ﹤0.01%
1,707
+69
+4% +$5.38K
NBIX icon
805
Neurocrine Biosciences
NBIX
$17.7B
$111K ﹤0.01%
1,000
– –
CZR icon
806
Caesars Entertainment
CZR
$6.1B
$111K ﹤0.01%
4,423
-794
-15% -$25.8K
IGM icon
807
iShares Expanded Tech Sector ETF
IGM
$9.92B
$110K ﹤0.01%
1,212
– –
GOLF icon
808
Acushnet Holdings
GOLF
$6.08B
$109K ﹤0.01%
1,593
– –
PCRX icon
809
Pacira BioSciences
PCRX
$1.04B
$109K ﹤0.01%
4,400
+3,000
+214% +$71.8K
PPA icon
810
Invesco Aerospace & Defense ETF
PPA
$8.37B
$109K ﹤0.01%
935
+311
+50% +$36.6K
IWO icon
811
iShares Russell 2000 Growth ETF
IWO
$14.4B
$109K ﹤0.01%
426
– –
IEO icon
812
iShares US Oil & Gas Exploration & Production ETF
IEO
$558M
$108K ﹤0.01%
1,145
– –
TRGP icon
813
Targa Resources
TRGP
$57.4B
$108K ﹤0.01%
537
– –
SUSB icon
814
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.3B
$107K ﹤0.01%
4,283
– –
WBA
815
DELISTED
Walgreens Boots Alliance
WBA
$106K ﹤0.01%
9,500
+8,000
+533% +$86.8K
FE icon
816
FirstEnergy
FE
$28.5B
$106K ﹤0.01%
2,619
– –
APH icon
817
Amphenol
APH
$184B
$105K ﹤0.01%
1,605
+356
+29% +$24.3K
ASUR icon
818
Asure Software
ASUR
$222M
$105K ﹤0.01%
11,000
– –
MXE
819
Mexico Equity and Income Fund
MXE
$58.2M
$104K ﹤0.01%
11,920
– –
AVGO icon
820
PUT
Broadcom
AVGO
$1.82T
$104K ﹤0.01%
+20
New +$4.23K
CCK icon
821
Crown Holdings
CCK
$12.9B
$103K ﹤0.01%
+1,150
New +$100K
ZM icon
822
Zoom
ZM
$26.7B
$102K ﹤0.01%
1,389
+23
+2% +$1.83K
RY icon
823
Royal Bank of Canada
RY
$291B
$102K ﹤0.01%
906
-36
-4% -$4.24K
IPG
824
DELISTED
Interpublic Group of Companies
IPG
$102K ﹤0.01%
+3,750
New +$103K
RFIX
825
Simplify Bond Bull ETF
RFIX
$49.6M
$102K ﹤0.01%
+1,900
New +$99.2K
31 32
33
34 35

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GCM
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CCWM
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GCL
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KCM
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SCB
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EI
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RS
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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.