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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
FNDC icon
1176
Schwab Fundamental International Small Company Index ETF
FNDC
$3.02B
$16.7K ﹤0.01%
461
+398
+632% +$14.2K
INTT icon
1177
inTEST
INTT
$171M
$16.6K ﹤0.01%
2,380
– –
SPMB icon
1178
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.98B
$16.6K ﹤0.01%
754
-1,040
-58% -$22.6K
HPE icon
1179
Hewlett Packard
HPE
$63.8B
$16.5K ﹤0.01%
1,072
-495
-32% -$9.86K
LBTYK icon
1180
Liberty Global Class C
LBTYK
$3.27B
$16.4K ﹤0.01%
1,367
– –
ETH
1181
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.78B
$16.3K ﹤0.01%
948
-454
-32% -$11.3K
MLPA icon
1182
Global X MLP ETF
MLPA
$2.25B
$16K ﹤0.01%
300
– –
FTA icon
1183
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.39B
$15.9K ﹤0.01%
207
– –
GALT icon
1184
Galectin Therapeutics
GALT
$223M
$15.9K ﹤0.01%
+13,000
New +$18.2K
EBAY icon
1185
eBay
EBAY
$50.3B
$15.8K ﹤0.01%
234
– –
VVV icon
1186
Valvoline
VVV
$5.05B
$15.7K ﹤0.01%
450
– –
IQLT icon
1187
iShares MSCI Intl Quality Factor ETF
IQLT
$13.6B
$15.6K ﹤0.01%
392
– –
FNDE icon
1188
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.56B
$15.6K ﹤0.01%
505
+372
+280% +$11.2K
VLUE icon
1189
iShares MSCI USA Value Factor ETF
VLUE
$9.38B
$15.5K ﹤0.01%
145
– –
BLOK icon
1190
Amplify Blockchain Technology ETF
BLOK
$1.1B
$15.5K ﹤0.01%
420
+330
+367% +$14.5K
HLN icon
1191
Haleon
HLN
$43.8B
$15.4K ﹤0.01%
1,499
-54
-3% -$532
FTC icon
1192
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.31B
$15.2K ﹤0.01%
116
– –
CXW icon
1193
CoreCivic
CXW
$3.09B
$15.2K ﹤0.01%
750
– –
TEX icon
1194
Terex
TEX
$7.89B
$15.1K ﹤0.01%
400
– –
PEG icon
1195
Public Service Enterprise Group
PEG
$39.5B
$15.1K ﹤0.01%
183
-74
-29% -$6.17K
AXS icon
1196
AXIS Capital
AXS
$8.63B
$15K ﹤0.01%
150
– –
DKNG icon
1197
DraftKings
DKNG
$12B
$14.9K ﹤0.01%
450
-1,000
-69% -$41.1K
DDOG icon
1198
Datadog
DDOG
$89.7B
$14.9K ﹤0.01%
150
– –
PATK icon
1199
Patrick Industries
PATK
$2.81B
$14.8K ﹤0.01%
175
– –
ADM icon
1200
Archer Daniels Midland
ADM
$40.1B
$14.7K ﹤0.01%
306
-53
-15% -$2.56K
46 47
48
49 50

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 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.