We are live on ! Find out more
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
AOM icon
1426
iShares Core Moderate Allocation ETF
AOM
$1.75B
$4.17K ﹤0.01%
96
– –
LODE icon
1427
Comstock
LODE
$236M
$4K ﹤0.01%
+500
New +$2.13K
EQC
1428
DELISTED
Equity Commonwealth
EQC
$3.98K ﹤0.01%
2,250
-800
-26% -$12.3K
FNDA icon
1429
Schwab Fundamental US Small Company Index ETF
FNDA
$9.2B
$3.98K ﹤0.01%
134
– –
KLAC icon
1430
KLA
KLAC
$266B
$3.9K ﹤0.01%
60
+20
+50% +$1.35K
BLOK icon
1431
Amplify Blockchain Technology ETF
BLOK
$1.1B
$3.89K ﹤0.01%
90
– –
FNDE icon
1432
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.56B
$3.86K ﹤0.01%
133
– –
WAB icon
1433
Wabtec
WAB
$50.8B
$3.8K ﹤0.01%
20
-7
-26% -$1.35K
FTRI icon
1434
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$123M
$3.76K ﹤0.01%
313
– –
DNI
1435
DELISTED
Dividend and Income Fund
DNI
$3.73K ﹤0.01%
300
– –
BSTZ icon
1436
BlackRock Science and Technology Term Trust
BSTZ
$1.93B
$3.73K ﹤0.01%
180
– –
NE icon
1437
Noble Corp
NE
$6.88B
$3.67K ﹤0.01%
117
– –
QCLN icon
1438
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$609M
$3.65K ﹤0.01%
107
– –
ANIX icon
1439
Anixa Biosciences
ANIX
$118M
$3.53K ﹤0.01%
1,522
– –
UA icon
1440
Under Armour Class C
UA
$2.95B
$3.53K ﹤0.01%
473
– –
LYV icon
1441
Live Nation Entertainment
LYV
$41.7B
$3.5K ﹤0.01%
27
– –
RKT icon
1442
Rocket Companies
RKT
$38.2B
$3.49K ﹤0.01%
310
– –
BAY
1443
DELISTED
BAYER AG SPONS ADR
BAY
$3.46K ﹤0.01%
710
– –
JRI icon
1444
Nuveen Real Asset Income & Growth Fund
JRI
$354M
$3.36K ﹤0.01%
+277
New +$3.62K
HYD icon
1445
VanEck High Yield Muni ETF
HYD
$4.45B
$3.32K ﹤0.01%
+64
New +$3.35K
LFUS icon
1446
Littelfuse
LFUS
$10.2B
$3.3K ﹤0.01%
14
– –
AEF
1447
abrdn Emerging Markets Equity Income Fund
AEF
$352M
$3.29K ﹤0.01%
634
– –
LZB icon
1448
La-Z-Boy
LZB
$1.62B
$3.27K ﹤0.01%
+75
New +$3.17K
MUR icon
1449
Murphy Oil
MUR
$5.38B
$3.27K ﹤0.01%
108
– –
AZO icon
1450
AutoZone
AZO
$50.2B
$3.2K ﹤0.01%
+1
New +$3.17K
56 57
58
59 60

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 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.