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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
RDVY icon
926
First Trust Rising Dividend Achievers ETF
RDVY
$24.6B
$60.6K ﹤0.01%
1,024
– –
PRU icon
927
Prudential Financial
PRU
$42.3B
$60.2K ﹤0.01%
508
+63
+14% +$7.78K
GOVT icon
928
iShares US Treasury Bond ETF
GOVT
$43.8B
$59.8K ﹤0.01%
2,601
+11
+0.4% +$251
MFC icon
929
Manulife Financial
MFC
$73.2B
$59.7K ﹤0.01%
1,943
+500
+35% +$15.5K
LLYVA icon
930
Liberty Live Group Series A
LLYVA
$9.09B
$59.6K ﹤0.01%
895
– –
CRK icon
931
CALL
Comstock Resources
CRK
$3.82B
$59.5K ﹤0.01%
100
– –
NU icon
932
Nu Holdings
NU
$70.2B
$59.2K ﹤0.01%
5,712
– –
XBI icon
933
State Street SPDR S&P Biotech ETF
XBI
$10.2B
$59.2K ﹤0.01%
657
-241
-27% -$23.3K
ITM icon
934
VanEck Intermediate Muni ETF
ITM
$2.14B
$58.6K ﹤0.01%
1,272
– –
GGZ
935
Gabelli Global Small and Mid-Cap Value Trust
GGZ
$123M
$58.5K ﹤0.01%
5,000
– –
AME icon
936
Ametek
AME
$55.7B
$57.9K ﹤0.01%
321
+319
+15,950% +$58.1K
TMUS icon
937
T-Mobile US
TMUS
$190B
$57.4K ﹤0.01%
260
+37
+17% +$8.41K
LH icon
938
Labcorp
LH
$24.7B
$57.3K ﹤0.01%
250
+8
+3% +$1.83K
SPSM icon
939
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.1B
$57.1K ﹤0.01%
1,271
– –
INMD icon
940
InMode
INMD
$884M
$56.8K ﹤0.01%
3,400
– –
MSGS icon
941
Madison Square Garden
MSGS
$9.57B
$56.4K ﹤0.01%
250
-6
-2% -$1.34K
DGRS icon
942
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
$407M
$55.9K ﹤0.01%
1,091
– –
DFLV icon
943
Dimensional US Large Cap Value ETF
DFLV
$6.84B
$55.6K ﹤0.01%
1,850
– –
ZS icon
944
Zscaler
ZS
$23.8B
$54.1K ﹤0.01%
300
– –
HOLX
945
DELISTED
Hologic
HOLX
$54.1K ﹤0.01%
750
-353
-32% -$27.6K
DKNG icon
946
DraftKings
DKNG
$12B
$53.9K ﹤0.01%
1,450
-1,100
-43% -$43.6K
GCOW icon
947
Pacer Global Cash Cows Dividend ETF
GCOW
$3.34B
$53.5K ﹤0.01%
1,586
-23
-1% -$808
MSOS icon
948
AdvisorShares Pure US Cannabis ETF
MSOS
$860M
$53.3K ﹤0.01%
14,000
-15,286
-52% -$82.5K
PLD icon
949
Prologis
PLD
$137B
$53.3K ﹤0.01%
504
+52
+12% +$5.98K
BBIN icon
950
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.49B
$52.8K ﹤0.01%
+924
New +$55.1K
36 37
38
39 40

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 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.