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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
TWN
1326
Taiwan Fund
TWN
$488M
$7.73K ﹤0.01%
200
– –
EXPE icon
1327
Expedia Group
EXPE
$33.4B
$7.64K ﹤0.01%
41
-35
-46% -$6.03K
BB icon
1328
BlackBerry
BB
$4.93B
$7.56K ﹤0.01%
+2,000
New +$5.31K
DRIV icon
1329
Global X Autonomous & Electric Vehicles ETF
DRIV
$378M
$7.46K ﹤0.01%
325
– –
SGU icon
1330
Star Group
SGU
$415M
$7.41K ﹤0.01%
642
– –
FDM icon
1331
First Trust Dow Jones Select MicroCap Index Fund
FDM
$262M
$7.36K ﹤0.01%
108
– –
IDCC icon
1332
InterDigital
IDCC
$6.7B
$7.36K ﹤0.01%
38
– –
HCA icon
1333
HCA Healthcare
HCA
$86.4B
$7.34K ﹤0.01%
24
+15
+167% +$5.24K
HYGH icon
1334
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$591M
$7.32K ﹤0.01%
+85
New +$7.35K
FXR icon
1335
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$740M
$7.11K ﹤0.01%
95
– –
VEGI icon
1336
iShares MSCI Agriculture Producers ETF
VEGI
$153M
$7.09K ﹤0.01%
200
-200
-50% -$7.45K
FXH icon
1337
First Trust Health Care AlphaDEX Fund
FXH
$1.02B
$7.08K ﹤0.01%
68
– –
TPR icon
1338
Tapestry
TPR
$29.8B
$7.06K ﹤0.01%
108
– –
CMC icon
1339
Commercial Metals
CMC
$7.53B
$7.04K ﹤0.01%
142
– –
DGS icon
1340
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.71B
$7K ﹤0.01%
143
– –
ETR icon
1341
Entergy
ETR
$53.1B
$6.97K ﹤0.01%
+92
New +$6.64K
BKR icon
1342
Baker Hughes
BKR
$60.1B
$6.97K ﹤0.01%
170
+163
+2,329% +$6.57K
PFG icon
1343
Principal Financial Group
PFG
$24B
$6.97K ﹤0.01%
90
– –
VKTX icon
1344
Viking Therapeutics
VKTX
$4.05B
$6.96K ﹤0.01%
173
-40
-19% -$2.28K
ARKK icon
1345
ARK Innovation ETF
ARKK
$5.74B
$6.81K ﹤0.01%
120
-8
-6% -$429
CIVB icon
1346
Civista Bancshares
CIVB
$595M
$6.71K ﹤0.01%
319
– –
HOV icon
1347
Hovnanian Enterprises
HOV
$782M
$6.69K ﹤0.01%
50
– –
TSAT icon
1348
Telesat
TSAT
$575M
$6.58K ﹤0.01%
400
-6,000
-94% -$83.4K
IEP icon
1349
CALL
Icahn Enterprises
IEP
$5.19B
$6.57K ﹤0.01%
101
-63
-38% -$762
PEO
1350
Adams Natural Resources Fund
PEO
$733M
$6.52K ﹤0.01%
300
-12
-4% -$274
52 53
54
55 56

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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 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.