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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
KNSL icon
976
Kinsale Capital Group
KNSL
$8.24B
$48.7K ﹤0.01%
+100
New +$44.9K
EPP icon
977
iShares MSCI Pacific ex Japan ETF
EPP
$2.19B
$48.5K ﹤0.01%
1,100
– –
OMER icon
978
Omeros
OMER
$821M
$47.7K ﹤0.01%
5,800
-80,000
-93% -$706K
DFUS
979
Dimensional US Equity ETF
DFUS
$20.6B
$47.5K ﹤0.01%
785
– –
WPC icon
980
W.P. Carey
WPC
$17B
$47.1K ﹤0.01%
746
+3
+0.4% +$178
HOLX
981
DELISTED
Hologic
HOLX
$46.3K ﹤0.01%
750
– –
EBMT icon
982
Eagle Bancorp Montana
EBMT
$187M
$46.1K ﹤0.01%
2,750
– –
TTD icon
983
Trade Desk
TTD
$8.41B
$46K ﹤0.01%
841
-43
-5% -$3.89K
DKS icon
984
Dick's Sporting Goods
DKS
$18.4B
$45.9K ﹤0.01%
228
+105
+85% +$23.4K
OKTA icon
985
Okta
OKTA
$23.9B
$45.6K ﹤0.01%
433
-1
-0.2% -$98
PRK icon
986
Park National Corp
PRK
$3.43B
$45.4K ﹤0.01%
300
– –
BITB icon
987
Bitwise Bitcoin ETF
BITB
$2.49B
$44.9K ﹤0.01%
1,000
– –
HOMB icon
988
Home BancShares
HOMB
$6.21B
$44.6K ﹤0.01%
1,576
– –
GNMA icon
989
iShares GNMA Bond ETF
GNMA
$423M
$43.9K ﹤0.01%
1,000
– –
CW icon
990
Curtiss-Wright
CW
$27.5B
$43.8K ﹤0.01%
138
– –
ARHS icon
991
Arhaus
ARHS
$1.12B
$43.5K ﹤0.01%
5,000
– –
COHR icon
992
Coherent
COHR
$53.1B
$43.3K ﹤0.01%
667
– –
BLD
993
DELISTED
TopBuild
BLD
$43.3K ﹤0.01%
142
– –
FDS icon
994
Factset
FDS
$9.46B
$43.2K ﹤0.01%
95
– –
FWONA icon
995
Liberty Media Series A
FWONA
$22.6B
$43.2K ﹤0.01%
530
– –
HGTY icon
996
Hagerty
HGTY
$1.2B
$42.6K ﹤0.01%
4,715
– –
COM icon
997
Direxion Auspice Broad Commodity Strategy ETF
COM
$205M
$42.5K ﹤0.01%
1,450
– –
APO icon
998
Apollo Global Management
APO
$71.6B
$42.4K ﹤0.01%
310
– –
GRX
999
Gabelli Healthcare & Wellness Trust
GRX
$141M
$41.8K ﹤0.01%
4,150
-1,000
-19% -$10K
AAPL icon
1000
PUT
Apple
AAPL
$4.95T
$41.8K ﹤0.01%
+21
New +$4.87K
38 39
40
41 42

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DCP
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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.