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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
OTLY
1601
Oatly Group
OTLY
$417M
$431 ﹤0.01%
33
– –
B
1602
Barrick Mining
B
$62.2B
$418 ﹤0.01%
27
– –
VRSN icon
1603
VeriSign
VRSN
$25.3B
$414 ﹤0.01%
2
+1
+100% +$188
RIOT icon
1604
Riot Platforms
RIOT
$8.52B
$408 ﹤0.01%
40
-4,000
-99% -$43.6K
LSBPW
1605
DELISTED
LakeShore Biopharma Warrants
LSBPW
$401 ﹤0.01%
5,050
– –
XNTK icon
1606
PUT
State Street SPDR NYSE Technology ETF
XNTK
$2.06B
$385 ﹤0.01%
2,960
-40
-1% -$8.16K
FNVTW
1607
DELISTED
Finnovate Acquisition Corp. Warrants
FNVTW
$385 ﹤0.01%
10,125
– –
IXG icon
1608
iShares Global Financials ETF
IXG
$655M
$384 ﹤0.01%
4
-50
-93% -$4.88K
HAUZ icon
1609
Xtrackers International Real Estate ETF
HAUZ
$1.04B
$376 ﹤0.01%
19
– –
CPRI icon
1610
CALL
Capri Holdings
CPRI
$1.77B
$375 ﹤0.01%
+50
New +$1.36K
LILA icon
1611
Liberty Latin America Class A
LILA
$1.51B
$369 ﹤0.01%
85
– –
TT icon
1612
Trane Technologies
TT
$106B
$369 ﹤0.01%
1
– –
TTWO icon
1613
Take-Two Interactive
TTWO
$43B
$368 ﹤0.01%
2
+1
+100% +$173
DIDI
1614
DELISTED
DiDi Global Inc. American depositary shares, each four representing one Class A ordinary share
DIDI
$366 ﹤0.01%
80
– –
AEE icon
1615
Ameren
AEE
$31.5B
$357 ﹤0.01%
4
– –
AERTW
1616
Aeries Technology Warrant
AERTW
$350 ﹤0.01%
9,996
– –
TVGNW icon
1617
Tevogen Bio Warrant
TVGNW
$9.45M
$335 ﹤0.01%
6,204
– –
MSAIW icon
1618
MultiSensor AI Holdings Warrant
MSAIW
$949K
$334 ﹤0.01%
8,347
– –
SSYS icon
1619
Stratasys
SSYS
$697M
$329 ﹤0.01%
37
– –
WST icon
1620
West Pharmaceutical
WST
$23.1B
$328 ﹤0.01%
+1
New +$315
METCB icon
1621
Ramaco Resources Class B
METCB
$475M
$326 ﹤0.01%
+35
New +$340
PPL
1622
PPL Corp
PPL
$27.3B
$325 ﹤0.01%
10
-1,035
-99% -$34.1K
KEYS icon
1623
Keysight
KEYS
$54.5B
$321 ﹤0.01%
2
– –
BIIB icon
1624
Biogen
BIIB
$29.9B
$306 ﹤0.01%
2
-24
-92% -$4.05K
SITC icon
1625
SITE Centers
SITC
$230M
$306 ﹤0.01%
20
-44,175
-100% -$712K
63 64
65
66 67

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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
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.