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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
DLR icon
851
Digital Realty Trust
DLR
$72.4B
$90.1K ﹤0.01%
629
-37
-6% -$6.02K
RS icon
852
Reliance Steel & Aluminium
RS
$20.6B
$90.1K ﹤0.01%
312
– –
IEX icon
853
IDEX
IEX
$16.6B
$89.9K ﹤0.01%
497
+1
+0.2% +$199
FVD icon
854
First Trust Value Line Dividend Fund
FVD
$8.32B
$89.5K ﹤0.01%
2,007
– –
ZS icon
855
Zscaler
ZS
$23.8B
$89.3K ﹤0.01%
450
+150
+50% +$29.9K
VV icon
856
Vanguard Large-Cap ETF
VV
$51.9B
$89.2K ﹤0.01%
347
– –
IBDV icon
857
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.26B
$89.1K ﹤0.01%
4,104
– –
SPGI icon
858
S&P Global
SPGI
$130B
$88.6K ﹤0.01%
174
– –
SGOV icon
859
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.3B
$87.6K ﹤0.01%
870
-520
-37% -$52.3K
SPYM
860
State Street SPDR Portfolio S&P 500 ETF
SPYM
$159B
$86.9K ﹤0.01%
1,321
-560
-30% -$38.7K
SRAD icon
861
Sportradar
SRAD
$4.34B
$85.5K ﹤0.01%
3,955
-2,895
-42% -$60.4K
ED icon
862
Consolidated Edison
ED
$41.1B
$85.3K ﹤0.01%
771
-5
-0.6% -$490
LBRDA icon
863
Liberty Broadband Class A
LBRDA
$4.42B
$85.2K ﹤0.01%
1,002
– –
MANU icon
864
Manchester United
MANU
$3.96B
$85.1K ﹤0.01%
6,500
-1,500
-19% -$22.7K
HUM icon
865
Humana
HUM
$45.8B
$84.9K ﹤0.01%
321
+1
+0.3% +$270
AZN icon
866
AstraZeneca
AZN
$263B
$84.5K ﹤0.01%
575
-25
-4% -$3.62K
FNDA icon
867
Schwab Fundamental US Small Company Index ETF
FNDA
$9.2B
$84.3K ﹤0.01%
3,078
+2,944
+2,197% +$86.1K
INFY icon
868
Infosys
INFY
$47.4B
$84K ﹤0.01%
4,600
– –
AMLP icon
869
Alerian MLP ETF
AMLP
$12.7B
$83.8K ﹤0.01%
1,614
+19
+1% +$975
XPEV icon
870
XPeng
XPEV
$12.2B
$82.9K ﹤0.01%
4,000
-6,800
-63% -$122K
NAD icon
871
Nuveen Quality Municipal Income Fund
NAD
$2.72B
$82.8K ﹤0.01%
7,189
-207
-3% -$2.43K
VICI icon
872
VICI Properties
VICI
$29.5B
$82.8K ﹤0.01%
2,538
+2,338
+1,169% +$72K
DHS icon
873
WisdomTree US High Dividend Fund
DHS
$1.57B
$82.4K ﹤0.01%
831
+2
+0.2% +$193
INDA icon
874
iShares MSCI India ETF
INDA
$6.77B
$82.4K ﹤0.01%
1,600
– –
FTNT icon
875
Fortinet
FTNT
$112B
$81.2K ﹤0.01%
843
– –
33 34
35
36 37

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 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.