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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
GEN icon
1326
Gen Digital
GEN
$16.1B
$6.71K ﹤0.01%
253
-54
-18% -$1.48K
TWN
1327
Taiwan Fund
TWN
$488M
$6.64K ﹤0.01%
200
– –
FXR icon
1328
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$740M
$6.62K ﹤0.01%
95
– –
CMC icon
1329
Commercial Metals
CMC
$7.53B
$6.53K ﹤0.01%
142
– –
FCFS icon
1330
FirstCash
FCFS
$9.06B
$6.5K ﹤0.01%
54
– –
FLJP icon
1331
Franklin FTSE Japan ETF
FLJP
$3.94B
$6.47K ﹤0.01%
+220
New +$6.45K
LNT icon
1332
Alliant Energy
LNT
$19.1B
$6.43K ﹤0.01%
100
– –
GRF
1333
Eagle Capital Growth Fund
GRF
$41.2M
$6.37K ﹤0.01%
650
– –
WDAY icon
1334
Workday
WDAY
$36.4B
$6.37K ﹤0.01%
27
-50
-65% -$12.8K
DSL
1335
DoubleLine Income Solutions Fund
DSL
$1.23B
$6.3K ﹤0.01%
500
– –
INOD icon
1336
Innodata
INOD
$1.94B
$6.28K ﹤0.01%
+175
New +$7.69K
ARQ icon
1337
Arq
ARQ
$85.4M
$6.25K ﹤0.01%
1,500
– –
CIVB icon
1338
Civista Bancshares
CIVB
$595M
$6.23K ﹤0.01%
319
– –
VOT icon
1339
Vanguard Mid-Cap Growth ETF
VOT
$19.2B
$6.12K ﹤0.01%
25
– –
HACK icon
1340
Amplify Cybersecurity ETF
HACK
$2.65B
$6.1K ﹤0.01%
85
– –
DFAE icon
1341
Dimensional Emerging Core Equity Market ETF
DFAE
$9.28B
$6.08K ﹤0.01%
235
– –
NJR icon
1342
New Jersey Resources
NJR
$6.01B
$6.08K ﹤0.01%
124
– –
SPIP icon
1343
State Street SPDR Portfolio TIPS ETF
SPIP
$1B
$6.07K ﹤0.01%
+230
New +$5.93K
EBND icon
1344
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.25B
$6.04K ﹤0.01%
+301
New +$6.03K
RSPF icon
1345
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$306M
$5.95K ﹤0.01%
82
– –
WAT icon
1346
Waters Corp
WAT
$36.4B
$5.9K ﹤0.01%
16
– –
SANM icon
1347
Sanmina
SANM
$11.2B
$5.79K ﹤0.01%
76
– –
ARKK icon
1348
ARK Innovation ETF
ARKK
$5.74B
$5.71K ﹤0.01%
120
– –
ALAB icon
1349
Astera Labs
ALAB
$48.4B
$5.67K ﹤0.01%
+95
New +$8.79K
PTLO icon
1350
Portillo's
PTLO
$338M
$5.66K ﹤0.01%
476
– –
52 53
54
55 56

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DCP
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GCM
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CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
GCL
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KCM
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SCB
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EI
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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.