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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
EMB icon
901
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$69.3K ﹤0.01%
765
+9
+1% +$815
MSTR icon
902
Strategy Inc
MSTR
$36B
$69.2K ﹤0.01%
240
– –
BUG icon
903
Global X Cybersecurity ETF
BUG
$1.28B
$68.6K ﹤0.01%
2,121
+550
+35% +$18.5K
UPST icon
904
Upstart Holdings
UPST
$2.63B
$67.9K ﹤0.01%
1,475
-100
-6% -$6.22K
ABB
905
DELISTED
ABB Ltd
ABB
$67.8K ﹤0.01%
1,300
– –
MKC icon
906
McCormick & Company Non-Voting
MKC
$13.6B
$66.8K ﹤0.01%
811
– –
ROOT icon
907
Root
ROOT
$944M
$66.7K ﹤0.01%
500
– –
XLY icon
908
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.6B
$66.5K ﹤0.01%
674
– –
DTD icon
909
WisdomTree US Total Dividend Fund
DTD
$1.65B
$66.5K ﹤0.01%
864
– –
ABEV icon
910
Ambev
ABEV
$47.4B
$65.2K ﹤0.01%
28,000
– –
GIS icon
911
General Mills
GIS
$19.5B
$65.2K ﹤0.01%
1,091
-178
-14% -$10.7K
ARIS
912
DELISTED
Aris Water Solutions
ARIS
$65.1K ﹤0.01%
2,032
+1,232
+154% +$34.9K
TEL icon
913
TE Connectivity
TEL
$60.2B
$65K ﹤0.01%
460
-40
-8% -$5.92K
GEHC icon
914
GE HealthCare
GEHC
$27.8B
$64.5K ﹤0.01%
800
+212
+36% +$18.2K
SCHJ icon
915
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$848M
$64.1K ﹤0.01%
2,602
-844
-24% -$20.7K
ICVT icon
916
iShares Convertible Bond ETF
ICVT
$7.21B
$63.9K ﹤0.01%
764
+15
+2% +$1.29K
SMB icon
917
VanEck Short Muni ETF
SMB
$312M
$63.1K ﹤0.01%
3,680
-30
-0.8% -$515
RKLB icon
918
Rocket Lab Corp
RKLB
$41.8B
$62.6K ﹤0.01%
3,500
-12,000
-77% -$288K
UNP icon
919
PUT
Union Pacific
UNP
$178B
$62.5K ﹤0.01%
147
– –
MUB icon
920
iShares National Muni Bond ETF
MUB
$45.2B
$62.2K ﹤0.01%
590
+230
+64% +$24.5K
XME icon
921
State Street SPDR S&P Metals & Mining ETF
XME
$3.96B
$61.9K ﹤0.01%
1,105
– –
LFVN icon
922
LifeVantage
LFVN
$80.4M
$61.5K ﹤0.01%
4,215
-60,715
-94% -$1.15M
CAG icon
923
Conagra Brands
CAG
$7.29B
$61.3K ﹤0.01%
2,300
-591
-20% -$15.2K
IJT icon
924
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.25B
$61.3K ﹤0.01%
492
+422
+603% +$56.4K
GOVT icon
925
iShares US Treasury Bond ETF
GOVT
$43.8B
$60.9K ﹤0.01%
2,648
+47
+2% +$1.06K
35 36
37
38 39

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.