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
BRCC icon
1451
BRC Inc
BRCC
$129M
$3.17K ﹤0.01%
1,000
– –
PBR icon
1452
Petrobras
PBR
$117B
$3.13K ﹤0.01%
243
– –
BPYPM
1453
Brookfield Property Partners 6.25% Class A Cumulative Redeemable Preferred Units Series 1
BPYPM
$3.08K ﹤0.01%
200
– –
FXI icon
1454
iShares China Large-Cap ETF
FXI
$4.22B
$3.04K ﹤0.01%
100
– –
PFFD icon
1455
Global X US Preferred ETF
PFFD
$2.14B
$3K ﹤0.01%
154
– –
SPDW icon
1456
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.7B
$2.98K ﹤0.01%
87
-398
-82% -$14.3K
KB icon
1457
KB Financial Group
KB
$41.2B
$2.9K ﹤0.01%
51
– –
BGY icon
1458
BlackRock Enhanced International Dividend Trust
BGY
$514M
$2.87K ﹤0.01%
540
– –
KMX icon
1459
CarMax
KMX
$8.36B
$2.86K ﹤0.01%
35
– –
ICLN icon
1460
iShares Global Clean Energy ETF
ICLN
$2.33B
$2.85K ﹤0.01%
250
– –
PALL icon
1461
abrdn Physical Palladium Shares ETF
PALL
$622M
$2.76K ﹤0.01%
165
– –
WGO icon
1462
Winnebago Industries
WGO
$881M
$2.72K ﹤0.01%
57
– –
DBA icon
1463
Invesco DB Agriculture Fund
DBA
$1.23B
$2.66K ﹤0.01%
100
– –
MGA icon
1464
Magna International
MGA
$18B
$2.63K ﹤0.01%
+63
New +$2.71K
PKOH icon
1465
Park-Ohio Holdings
PKOH
$551M
$2.63K ﹤0.01%
100
– –
BWA icon
1466
BorgWarner
BWA
$12.9B
$2.61K ﹤0.01%
82
– –
DOC icon
1467
Healthpeak Properties
DOC
$15.4B
$2.55K ﹤0.01%
+126
New +$2.73K
SQM icon
1468
Sociedad Química y Minera de Chile
SQM
$19.7B
$2.54K ﹤0.01%
70
– –
BEN icon
1469
Franklin Resources
BEN
$17.2B
$2.54K ﹤0.01%
125
– –
JETS icon
1470
US Global Jets ETF
JETS
$765M
$2.54K ﹤0.01%
100
– –
BATRA icon
1471
Atlanta Braves Holdings Series A
BATRA
$3.53B
$2.53K ﹤0.01%
62
– –
ETSY icon
1472
Etsy
ETSY
$7.93B
$2.49K ﹤0.01%
+47
New +$2.51K
AIO
1473
Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
$871M
$2.47K ﹤0.01%
100
– –
AOA icon
1474
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.16B
$2.45K ﹤0.01%
32
– –
FRE
1475
DELISTED
FREDDIE MAC D/B/A VOTING
FRE
$2.45K ﹤0.01%
+750
New +$2.45K
57 58
59
60 61

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.