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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
TDY icon
1051
Teledyne Technologies
TDY
$29.8B
$35.3K ﹤0.01%
76
+50
+192% +$23.3K
BSJR icon
1052
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$856M
$35.1K ﹤0.01%
+1,566
New +$35.4K
ACLS icon
1053
Axcelis
ACLS
$3.61B
$34.9K ﹤0.01%
500
– –
AVB icon
1054
AvalonBay Communities
AVB
$27.2B
$34.9K ﹤0.01%
159
+150
+1,667% +$33.9K
BSJP
1055
DELISTED
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$34.8K ﹤0.01%
1,509
– –
DOCU
1056
DocuSign
DOCU
$10.6B
$34.6K ﹤0.01%
385
– –
BAH icon
1057
Booz Allen Hamilton
BAH
$8.72B
$34.2K ﹤0.01%
+266
New +$41.3K
OKTA icon
1058
Okta
OKTA
$23.6B
$34.2K ﹤0.01%
434
-500
-54% -$38.8K
AVT icon
1059
Avnet
AVT
$7.06B
$34K ﹤0.01%
650
-450
-41% -$24.4K
SLVM icon
1060
Sylvamo
SLVM
$1.57B
$34K ﹤0.01%
430
– –
CXM icon
1061
Sprinklr
CXM
$1.49B
$33.8K ﹤0.01%
+4,000
New +$32K
BSJV icon
1062
Invesco BulletShares 2031 High Yield Corporate Bond ETF
BSJV
$101M
$33.7K ﹤0.01%
+1,295
New +$34.3K
SIGI icon
1063
Selective Insurance
SIGI
$5.59B
$33.7K ﹤0.01%
360
– –
ETO
1064
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
$499M
$33.5K ﹤0.01%
1,325
– –
HPE icon
1065
Hewlett Packard
HPE
$59.7B
$33.4K ﹤0.01%
1,567
+62
+4% +$1.31K
SPSB icon
1066
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
$33.4K ﹤0.01%
1,119
– –
WEC icon
1067
WEC Energy
WEC
$37.5B
$33.3K ﹤0.01%
354
– –
CAH icon
1068
Cardinal Health
CAH
$54.3B
$33.2K ﹤0.01%
281
+2
+0.7% +$233
MS icon
1069
Morgan Stanley
MS
$334B
$33.2K ﹤0.01%
264
+135
+105% +$16.6K
CRGY icon
1070
Crescent Energy
CRGY
$3.39B
$33.1K ﹤0.01%
2,264
+18
+0.8% +$244
FHN icon
1071
First Horizon
FHN
$12.3B
$32.9K ﹤0.01%
1,636
– –
PRO
1072
DELISTED
PROS Holdings
PRO
$32.9K ﹤0.01%
+1,500
New +$32.3K
DELL icon
1073
Dell
DELL
$249B
$32.4K ﹤0.01%
281
+2
+0.7% +$251
REGL icon
1074
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.79B
$32.3K ﹤0.01%
400
– –
BBY icon
1075
Best Buy
BBY
$19B
$32.3K ﹤0.01%
376
+374
+18,700% +$34.1K
41 42
43
44 45

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
VDI
Vaughan David Investments Peoria, Illinois $4.73B AUM 19.55% 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.