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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
CRGY icon
1026
Crescent Energy
CRGY
$3.46B
$37K ﹤0.01%
3,287
+1,023
+45% +$14.1K
CACI icon
1027
CACI
CACI
$11B
$36.7K ﹤0.01%
100
– –
BGC icon
1028
BGC Group
BGC
$5.65B
$36.7K ﹤0.01%
4,000
– –
SIL icon
1029
Global X Silver Miners ETF NEW
SIL
$4.09B
$36.6K ﹤0.01%
929
– –
NMRK icon
1030
Newmark Group
NMRK
$2.82B
$36.5K ﹤0.01%
3,000
– –
ESML icon
1031
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.83B
$36.5K ﹤0.01%
950
– –
EFX icon
1032
Equifax
EFX
$20.8B
$36.5K ﹤0.01%
150
– –
FNV icon
1033
Franco-Nevada
FNV
$41.4B
$36.4K ﹤0.01%
231
– –
PPG icon
1034
PPG Industries
PPG
$26.4B
$36.3K ﹤0.01%
332
-3
-0.9% -$346
LNC icon
1035
Lincoln National
LNC
$7.88B
$35.9K ﹤0.01%
1,000
– –
BSJU icon
1036
Invesco BulletShares 2030 High Yield Corporate Bond ETF
BSJU
$301M
$35.5K ﹤0.01%
1,394
– –
RWR icon
1037
State Street SPDR Dow Jones REIT ETF
RWR
$1.91B
$35.5K ﹤0.01%
358
– –
UAL icon
1038
United Airlines
UAL
$39.1B
$35.4K ﹤0.01%
512
– –
BSJP
1039
DELISTED
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$34.8K ﹤0.01%
1,509
– –
MS icon
1040
Morgan Stanley
MS
$337B
$34.7K ﹤0.01%
297
+33
+13% +$4.25K
ODFL icon
1041
Old Dominion Freight Line
ODFL
$47.2B
$34.4K ﹤0.01%
208
– –
LAMR icon
1042
Lamar Advertising Co
LAMR
$16.3B
$34.1K ﹤0.01%
300
-30
-9% -$3.65K
FNM
1043
DELISTED
FANNIE MAE
FNM
$34.1K ﹤0.01%
5,395
+4,000
+287% +$25.3K
AVB icon
1044
AvalonBay Communities
AVB
$26.8B
$34.1K ﹤0.01%
159
– –
SW
1045
Smurfit Westrock
SW
$26.3B
$34K ﹤0.01%
754
– –
FAST icon
1046
Fastenal
FAST
$54.7B
$33.8K ﹤0.01%
872
+10
+1% +$375
TMDX icon
1047
Transmedics
TMDX
$2.57B
$33.6K ﹤0.01%
500
– –
ROST icon
1048
Ross Stores
ROST
$78.1B
$33.6K ﹤0.01%
263
– –
KRC icon
1049
Kilroy Realty
KRC
$4.58B
$33.5K ﹤0.01%
1,022
+261
+34% +$9.35K
VFLO icon
1050
VictoryShares Free Cash Flow ETF
VFLO
$8.71B
$33.4K ﹤0.01%
+974
New +$34.2K
40 41
42
43 44

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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.