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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
DGRW icon
151
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$5.66M 0.13%
70,813
+423
+0.6% +$34.7K
SFD
152
Smithfield Foods
SFD
$10.3B
$5.65M 0.13%
+276,870
New +$5.66M
LAKE icon
153
Lakeland Industries
LAKE
$106M
$5.62M 0.13%
276,688
+127,195
+85% +$2.93M
RWL icon
154
Invesco S&P 500 Revenue ETF
RWL
$9.51B
$5.61M 0.13%
56,496
-480
-0.8% -$48.5K
VWO icon
155
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$5.52M 0.12%
121,964
-1,741
-1% -$78.4K
AGM icon
156
Federal Agricultural Mortgage
AGM
$2.27B
$5.44M 0.12%
29,037
-2,975
-9% -$584K
AGG icon
157
iShares Core US Aggregate Bond ETF
AGG
$138B
$5.27M 0.12%
53,228
+5,757
+12% +$563K
ZTS icon
158
Zoetis
ZTS
$31.6B
$5.22M 0.12%
31,710
-73
-0.2% -$12.1K
PGR icon
159
Progressive
PGR
$124B
$5.2M 0.12%
18,378
+140
+0.8% +$36.6K
ANGL icon
160
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.07B
$5.16M 0.12%
178,833
+9,539
+6% +$276K
CVCO icon
161
Cavco Industries
CVCO
$4.39B
$5.14M 0.11%
9,900
-170
-2% -$85.5K
VST icon
162
Vistra
VST
$55.1B
$5.11M 0.11%
43,515
-24,861
-36% -$3.71M
BINC icon
163
BlackRock Flexible Income ETF
BINC
$16B
$5.06M 0.11%
96,628
+59,931
+163% +$3.14M
MLM icon
164
Martin Marietta Materials
MLM
$33.6B
$5.01M 0.11%
10,484
-757
-7% -$384K
FTDR icon
165
Frontdoor
FTDR
$5.02B
$4.99M 0.11%
129,960
-16,405
-11% -$836K
CTO
166
CTO Realty Growth
CTO
$743M
$4.92M 0.11%
254,713
-73,759
-22% -$1.43M
DFAI
167
Dimensional International Core Equity Market ETF
DFAI
$17.1B
$4.83M 0.11%
154,510
-4,675
-3% -$144K
EHC icon
168
Encompass Health
EHC
$11.2B
$4.81M 0.11%
47,450
-80
-0.2% -$7.81K
BERY
169
CALL
DELISTED
Berry Global Group, Inc.
BERY
$4.78M 0.11%
+7,039
New +$489K
VT icon
170
Vanguard Total World Stock ETF
VT
$76.3B
$4.75M 0.11%
41,000
+121
+0.3% +$14.5K
ORCL icon
171
Oracle
ORCL
$331B
$4.75M 0.11%
33,942
-1,002
-3% -$163K
WWW icon
172
Wolverine World Wide
WWW
$1.54B
$4.68M 0.1%
336,430
+39,820
+13% +$727K
IYW icon
173
iShares US Technology ETF
IYW
$23.7B
$4.59M 0.1%
32,669
+4,338
+15% +$676K
SAND
174
DELISTED
Sandstorm Gold
SAND
$4.51M 0.1%
597,250
+197,710
+49% +$1.24M
PSX icon
175
Phillips 66
PSX
$82.9B
$4.51M 0.1%
36,509
+121
+0.3% +$14.9K
5 6
7
8 9

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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.