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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
CNA icon
1076
CNA Financial
CNA
$14.7B
$29.2K ﹤0.01%
575
– –
RIO icon
1077
Rio Tinto
RIO
$150B
$29.1K ﹤0.01%
485
– –
WHF icon
1078
WhiteHorse Finance
WHF
$140M
$28.9K ﹤0.01%
3,000
– –
EQR icon
1079
Equity Residential
EQR
$25.2B
$28.6K ﹤0.01%
400
– –
WDFC icon
1080
WD-40
WDFC
$3.13B
$28.1K ﹤0.01%
115
– –
NXPI icon
1081
NXP Semiconductors
NXPI
$67.6B
$27.9K ﹤0.01%
147
-24
-14% -$5.12K
AM icon
1082
Antero Midstream
AM
$10.4B
$27.9K ﹤0.01%
1,551
– –
BRO icon
1083
Brown & Brown
BRO
$23.6B
$27.7K ﹤0.01%
223
– –
XLG icon
1084
Invesco S&P 500 Top 50 ETF
XLG
$10.4B
$27.4K ﹤0.01%
595
+1
+0.2% +$49
ON icon
1085
ON Semiconductor
ON
$34.7B
$27.3K ﹤0.01%
670
+90
+16% +$4.53K
DELL icon
1086
Dell
DELL
$276B
$27K ﹤0.01%
296
+15
+5% +$1.59K
CHTR icon
1087
Charter Communications
CHTR
$15.7B
$26.9K ﹤0.01%
73
– –
IXN icon
1088
iShares Global Tech ETF
IXN
$8.27B
$26.8K ﹤0.01%
354
-6
-2% -$497
GGG icon
1089
Graco
GGG
$13B
$26.6K ﹤0.01%
318
– –
BAH icon
1090
Booz Allen Hamilton
BAH
$8.59B
$26.4K ﹤0.01%
252
-14
-5% -$1.69K
NOK icon
1091
Nokia
NOK
$51.8B
$26.4K ﹤0.01%
5,000
– –
TBF icon
1092
ProShares Short 20+ Year Treasury ETF
TBF
$86.3M
$26K ﹤0.01%
1,102
– –
EVN
1093
Eaton Vance Municipal Income Trust
EVN
$422M
$26K ﹤0.01%
2,531
-82
-3% -$856
HNRG icon
1094
Hallador Energy
HNRG
$717M
$25.9K ﹤0.01%
2,110
– –
IDEV icon
1095
iShares Core MSCI International Developed Markets ETF
IDEV
$31.3B
$25.9K ﹤0.01%
376
– –
JCPB icon
1096
JPMorgan Core Plus Bond ETF
JCPB
$13.9B
$25.9K ﹤0.01%
+550
New +$25.6K
CDNS icon
1097
Cadence Design Systems
CDNS
$93.4B
$25.8K ﹤0.01%
101
-19
-16% -$5.28K
ZBH icon
1098
Zimmer Biomet
ZBH
$17.8B
$25.7K ﹤0.01%
227
+3
+1% +$321
FTRE icon
1099
Fortrea Holdings
FTRE
$1.82B
$25.6K ﹤0.01%
3,391
– –
KRE icon
1100
State Street SPDR S&P Regional Banking ETF
KRE
$4.47B
$25.6K ﹤0.01%
450
-200
-31% -$12.2K
42 43
44
45 46

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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.