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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
LTRPA
1651
DELISTED
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
$48 ﹤0.01%
188
– –
PITAW
1652
DELISTED
Heramba Electric plc Warrants
PITAW
$45 ﹤0.01%
4,500
– –
ATEK.WS
1653
DELISTED
Athena Technology Acquisition Corp. II Redeemable Warrants
ATEK.WS
$37 ﹤0.01%
2,500
– –
CEROW
1654
DELISTED
CERo Therapeutics Warrants
CEROW
$36 ﹤0.01%
2,500
– –
APLMW icon
1655
Apollomics Inc Warrant
APLMW
$1.7M
$34 ﹤0.01%
3,700
– –
VIP
1656
Vulcan Infrastructure and Power Inc. Class A Common Stock
VIP
$44.4M
$32 ﹤0.01%
44
– –
AMC icon
1657
AMC Entertainment Holdings
AMC
$2.03B
$29 ﹤0.01%
+10
New +$33
FNCL icon
1658
Fidelity MSCI Financials Index ETF
FNCL
$2.35B
– –
0
– –
YELL
1659
DELISTED
Yellow Corporation Common Stock
YELL
$22 ﹤0.01%
56
– –
ACB
1660
Aurora Cannabis
ACB
$165M
$18 ﹤0.01%
+4
New +$19
MAXN
1661
DELISTED
Maxeon Solar Technologies
MAXN
$18 ﹤0.01%
6
– –
S icon
1662
SentinelOne
S
$6.22B
$18 ﹤0.01%
1
– –
BTCS icon
1663
BTCS Inc
BTCS
$49.3M
$15 ﹤0.01%
10
– –
UP icon
1664
Wheels Up
UP
$220M
$15 ﹤0.01%
1
– –
WKHS icon
1665
Workhorse Group
WKHS
$29.5M
$15 ﹤0.01%
1
– –
VTIP icon
1666
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
– –
0
– –
NSTD.WS
1667
DELISTED
Northern Star Investment Corp. IV Redeemable Warrants, each whole warrant exercisable for shares of Class A common stock at an exercise price of $11.50 per share
NSTD.WS
$7 ﹤0.01%
2,700
– –
RBT.WS
1668
DELISTED
Rubicon Technologies, Inc. Warrants, each warrant is exercisable for 1/8th of a share of Class A Common Stock at an exercise price of $92.00r share
RBT.WS
$6 ﹤0.01%
8,150
– –
GETR.WS
1669
DELISTED
Getaround, Inc. Warrants, each whole warrant exercisable for one share of Common Stock at an exercise price of $11.50 per share
GETR.WS
$5 ﹤0.01%
3,200
– –
QMOM icon
1670
Alpha Architect US Quantitative Momentum ETF
QMOM
$425M
– –
-4,108
Closed -$262K
SBIGW
1671
DELISTED
SpringBig Holdings, Inc. Warrant
SBIGW
$4 ﹤0.01%
8,600
– –
WKSP icon
1672
Worksport
WKSP
$9.56M
$3 ﹤0.01%
1
-99
-99% -$722
NUVOW
1673
DELISTED
Holdco Nuvo Group D.G Ltd. Warrants
NUVOW
$3 ﹤0.01%
+5,000
New +$3
SPWR icon
1674
SunPower Inc
SPWR
$81.7M
$2 ﹤0.01%
1
– –
UAMY icon
1675
United States Antimony
UAMY
$766M
$2 ﹤0.01%
1
-39,440
-100% -$68.3K
65 66
67
68 69

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GCM
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CCWM
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GCL
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KCM
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SCB
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EI
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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.