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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
APLS
1726
DELISTED
Apellis Pharmaceuticals
APLS
– –
-500
Closed -$14.4K
APLY icon
1727
YieldMax AAPL Option Income Strategy ETF
APLY
$128M
– –
-125
Closed -$2.28K
ARKF icon
1728
ARK Blockchain & Fintech Innovation ETF
ARKF
$718M
– –
-800
Closed -$23.9K
ASTL icon
1729
Algoma Steel
ASTL
$455M
– –
-26,500
Closed -$271K
BETZ icon
1730
PUT
Roundhill Sports Betting & iGaming ETF
BETZ
$49.7M
– –
-2,000
Closed -$20K
BIDU icon
1731
Baidu
BIDU
$35.8B
– –
-100
Closed -$10.5K
BSJQ icon
1732
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$903M
– –
-1,452
Closed -$34.1K
CASS icon
1733
Cass Information Systems
CASS
$698M
– –
-250
Closed -$10.4K
CFBK icon
1734
CF Bankshares
CFBK
$217M
– –
-209
Closed -$4.53K
CLVT icon
1735
Clarivate
CLVT
$1.3B
– –
-9,950
Closed -$70.6K
CNC icon
1736
Centene
CNC
$31.3B
– –
-3
Closed -$226
CNDT icon
1737
Conduent
CNDT
$230M
– –
-991,420
Closed -$4M
CUBE icon
1738
CubeSmart
CUBE
$9.53B
– –
-200
Closed -$10.8K
DVN icon
1739
Devon Energy
DVN
$51.9B
– –
-1,512
Closed -$59.1K
EMLC icon
1740
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.74B
– –
-10,000
Closed -$254K
FBT icon
1741
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.8B
– –
-10,677
Closed -$1.84M
FSLR icon
1742
First Solar
FSLR
$21.8B
– –
-1
Closed -$249
FXP icon
1743
ProShares UltraShort FTSE China 50 of ProShares Trust
FXP
$6.3M
– –
-25
Closed -$966
GOOD
1744
Gladstone Commercial Corp
GOOD
$627M
– –
-6,100
Closed -$99.1K
GTN icon
1745
Gray Television
GTN
$407M
– –
-4,000
Closed -$21.4K
GUNR icon
1746
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.19B
– –
-320
Closed -$13.2K
GXO icon
1747
GXO Logistics
GXO
$6.06B
– –
-200
Closed -$10.4K
HFXI icon
1748
NYLI FTSE International Equity Currency Neutral ETF
HFXI
$1.99B
– –
-4,072
Closed -$113K
HQI icon
1749
HireQuest
HQI
$180M
– –
-18,436
Closed -$261K
IAGG icon
1750
iShares Core International Aggregate Bond Fund
IAGG
$10.6B
– –
-50
Closed -$2.59K
68 69
70
71 72

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DCP
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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.