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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
EIX icon
1276
Edison International
EIX
$30.3B
$9.25K ﹤0.01%
157
-65
-29% -$3.74K
HCA icon
1277
HCA Healthcare
HCA
$86.4B
$9.15K ﹤0.01%
26
+2
+8% +$643
NET icon
1278
Cloudflare
NET
$94.3B
$9.02K ﹤0.01%
80
-121
-60% -$16K
DDM icon
1279
ProShares Ultra Dow30
DDM
$536M
$8.84K ﹤0.01%
194
– –
RRX icon
1280
Regal Rexnord
RRX
$14B
$8.77K ﹤0.01%
77
– –
VNQI icon
1281
Vanguard Global ex-US Real Estate ETF
VNQI
$3.5B
$8.74K ﹤0.01%
216
+2
+0.9% +$80
MARA icon
1282
Marathon Digital Holdings
MARA
$4.49B
$8.66K ﹤0.01%
753
+153
+26% +$2.43K
ACWX icon
1283
iShares MSCI ACWI ex US ETF
ACWX
$11.4B
$8.65K ﹤0.01%
156
– –
OMFL icon
1284
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.71B
$8.53K ﹤0.01%
160
– –
SLF icon
1285
Sun Life Financial
SLF
$46B
$8.47K ﹤0.01%
148
– –
CRL icon
1286
Charles River Laboratories
CRL
$10.8B
$8.43K ﹤0.01%
56
-330
-85% -$55.3K
SHV icon
1287
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$8.28K ﹤0.01%
75
– –
SOFI icon
1288
SoFi Technologies
SOFI
$21.7B
$8.14K ﹤0.01%
700
– –
FSM icon
1289
Fortuna Silver Mines
FSM
$2.59B
$8.13K ﹤0.01%
1,332
– –
MKSI icon
1290
MKS Inc
MKSI
$21.3B
$8.1K ﹤0.01%
101
– –
LBTYA icon
1291
Liberty Global Class A
LBTYA
$3.35B
$8.06K ﹤0.01%
700
– –
MIST icon
1292
Milestone Pharmaceuticals
MIST
$141M
$8K ﹤0.01%
10,000
– –
GTM
1293
ZoomInfo Technologies
GTM
$908M
$8K ﹤0.01%
800
– –
SKYY icon
1294
First Trust Cloud Computing ETF
SKYY
$2.78B
$7.95K ﹤0.01%
78
-22
-22% -$2.62K
FNFI
1295
DELISTED
FIRST NILES FINANCIAL INC
FNFI
$7.88K ﹤0.01%
950
– –
IDCC icon
1296
InterDigital
IDCC
$6.7B
$7.86K ﹤0.01%
38
– –
ADSK icon
1297
Autodesk
ADSK
$47.7B
$7.85K ﹤0.01%
30
+2
+7% +$569
KLG
1298
DELISTED
WK Kellogg Co
KLG
$7.85K ﹤0.01%
394
-1,125
-74% -$20.5K
NLR icon
1299
VanEck Uranium + Nuclear Energy ETF
NLR
$3.93B
$7.77K ﹤0.01%
+106
New +$8.9K
WPM icon
1300
Wheaton Precious Metals
WPM
$50.9B
$7.76K ﹤0.01%
100
– –
50 51
52
53 54

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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.