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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
NE icon
1426
Noble Corp
NE
$6.88B
$2.77K ﹤0.01%
117
– –
LFUS icon
1427
Littelfuse
LFUS
$10.2B
$2.75K ﹤0.01%
14
– –
HITI
1428
High Tide
HITI
$187M
$2.74K ﹤0.01%
1,450
– –
KMX icon
1429
CarMax
KMX
$8.29B
$2.73K ﹤0.01%
35
– –
BATRA icon
1430
Atlanta Braves Holdings Series A
BATRA
$3.53B
$2.72K ﹤0.01%
62
– –
AAL icon
1431
American Airlines Group
AAL
$9.9B
$2.64K ﹤0.01%
250
– –
DBA icon
1432
Invesco DB Agriculture Fund
DBA
$1.23B
$2.63K ﹤0.01%
100
– –
JD icon
1433
JD.com
JD
$41.8B
$2.56K ﹤0.01%
62
+40
+182% +$1.61K
DOC icon
1434
Healthpeak Properties
DOC
$15.5B
$2.55K ﹤0.01%
126
– –
IEP icon
1435
CALL
Icahn Enterprises
IEP
$5.19B
$2.52K ﹤0.01%
101
– –
AOA icon
1436
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.16B
$2.45K ﹤0.01%
32
– –
XYZ
1437
Block Inc
XYZ
$48.4B
$2.44K ﹤0.01%
45
-995
-96% -$74.3K
BMBL icon
1438
Bumble
BMBL
$386M
$2.39K ﹤0.01%
550
– –
BWA icon
1439
BorgWarner
BWA
$13.1B
$2.35K ﹤0.01%
82
– –
OTTR icon
1440
Otter Tail
OTTR
$3.87B
$2.33K ﹤0.01%
29
– –
SNPS icon
1441
Synopsys
SNPS
$74.5B
$2.32K ﹤0.01%
5
+1
+25% +$486
BRCC icon
1442
BRC Inc
BRCC
$116M
$2.3K ﹤0.01%
1,100
+100
+10% +$255
ES icon
1443
Eversource Energy
ES
$28.1B
$2.3K ﹤0.01%
37
+6
+19% +$358
AEF
1444
abrdn Emerging Markets Equity Income Fund
AEF
$352M
$2.28K ﹤0.01%
459
-175
-28% -$920
MTN icon
1445
Vail Resorts
MTN
$5.28B
$2.27K ﹤0.01%
14
-14
-50% -$2.33K
ELI
1446
DELISTED
ELITE PHARMACEUTICAL
ELI
$2.25K ﹤0.01%
+5,182
New +$2.25K
PEBO icon
1447
Peoples Bancorp
PEBO
$1.46B
$2.23K ﹤0.01%
75
+1
+1% +$31
FDN icon
1448
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.92B
$2.22K ﹤0.01%
10
– –
PKOH icon
1449
Park-Ohio Holdings
PKOH
$563M
$2.16K ﹤0.01%
100
– –
GL icon
1450
Globe Life
GL
$13.5B
$2.11K ﹤0.01%
16
– –
56 57
58
59 60

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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
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
SCB
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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.