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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
TLRY icon
1676
Tilray
TLRY
$479M
– –
-115
Closed -$1.06K
BTTX
1677
DELISTED
Better Therapeutics, Inc. Common Stock
BTTX
$1 ﹤0.01%
3,000
– –
BHIL.WS
1678
DELISTED
Benson Hill, Inc. Warrants, each whole warrant exercisable for one share of common stock at an exercise price of $11.50
BHIL.WS
$1 ﹤0.01%
2,600
– –
WEJOW
1679
DELISTED
Wejo Group Limited Warrant
WEJOW
$1 ﹤0.01%
12,698
– –
FRC
1680
DELISTED
First Republic Bank
FRC
$1 ﹤0.01%
147
– –
TE
1681
DELISTED
TECO ENERGY INC
TE
$1 ﹤0.01%
+1
New +$1
ABR icon
1682
Arbor Realty Trust
ABR
$960M
– –
-10,000
Closed -$139K
ACWV icon
1683
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.26B
– –
-6
Closed -$664
AER icon
1684
AerCap
AER
$23.9B
– –
-48
Closed -$4.59K
AES icon
1685
AES
AES
$10.6B
– –
-148
Closed -$1.91K
ALE
1686
DELISTED
Allete
ALE
– –
-4,500
Closed -$292K
ALTO icon
1687
Alto Ingredients
ALTO
$360M
– –
-181,413
Closed -$283K
ARCB icon
1688
PUT
ArcBest
ARCB
$3.44B
– –
-54
Closed -$90.1K
ATI icon
1689
ATI
ATI
$27B
– –
-19
Closed -$1.05K
AVY icon
1690
Avery Dennison
AVY
$12.3B
– –
-1
Closed -$187
BALY icon
1691
Bally's
BALY
$672M
– –
-577
Closed -$10.3K
BBY icon
1692
Best Buy
BBY
$18B
– –
-376
Closed -$32.3K
BEN icon
1693
Franklin Resources
BEN
$16.9B
– –
-125
Closed -$2.54K
BIIB icon
1694
Biogen
BIIB
$29.9B
– –
-2
Closed -$306
BITO icon
1695
ProShares Bitcoin Strategy ETF
BITO
$1.4B
– –
-500
Closed -$11.4K
BSJR icon
1696
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$856M
– –
-1,566
Closed -$35.1K
BSJS icon
1697
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$708M
– –
-1,630
Closed -$35.3K
BSJT icon
1698
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$552M
– –
-1,683
Closed -$36K
BSJV icon
1699
Invesco BulletShares 2031 High Yield Corporate Bond ETF
BSJV
$98.2M
– –
-1,295
Closed -$33.7K
CNM icon
1700
Core & Main
CNM
$8.17B
– –
-1,475
Closed -$75.1K
66 67
68
69 70

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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 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.