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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
NGG icon
1751
National Grid
NGG
$82.7B
– –
-104
Closed -$5.94K
NI icon
1752
NiSource
NI
$22.4B
– –
-177
Closed -$6.51K
NTAP icon
1753
NetApp
NTAP
$32.9B
– –
-1
Closed -$116
NXT icon
1754
Nextpower Inc
NXT
$15.2B
– –
-550
Closed -$20.1K
ODFL icon
1755
PUT
Old Dominion Freight Line
ODFL
$48.5B
– –
-33
Closed -$31.9K
ODP
1756
DELISTED
ODP
ODP
– –
-134,130
Closed -$3.05M
OEF icon
1757
CALL
iShares S&P 100 ETF
OEF
$19.8B
– –
-1,500
Closed -$454K
OLO
1758
DELISTED
Olo Inc
OLO
– –
-2,500
Closed -$19.2K
OPFI icon
1759
OppFi
OPFI
$770M
– –
-8,500
Closed -$65.1K
OR icon
1760
OR Royalties Inc
OR
$5.47B
– –
-1,138
Closed -$20.6K
PAA icon
1761
Plains All American Pipeline
PAA
$17.4B
– –
-538
Closed -$9.19K
PAC icon
1762
Grupo Aeroportuario del Pacifico
PAC
$12.9B
– –
-58
Closed -$10.1K
PBR icon
1763
Petrobras
PBR
$121B
– –
-243
Closed -$3.13K
PINE
1764
Alpine Income Property Trust
PINE
$339M
– –
-63,518
Closed -$1.07M
PKX icon
1765
POSCO
PKX
$15.8B
– –
-29
Closed -$1.26K
PLAY icon
1766
Dave & Buster's
PLAY
$343M
– –
-500
Closed -$14.6K
POST icon
1767
Post Holdings
POST
$4.12B
– –
-2,550
Closed -$292K
PPTA
1768
Perpetua Resources
PPTA
$2.23B
– –
-3,500
Closed -$37.3K
PRCH icon
1769
Porch Group
PRCH
$1.3B
– –
-100
Closed -$492
PRG icon
1770
PROG Holdings
PRG
$1.75B
– –
-50,150
Closed -$2.12M
PRNT icon
1771
The 3D Printing ETF
PRNT
$58.6M
– –
-10
Closed -$211
PRO
1772
DELISTED
PROS Holdings
PRO
– –
-1,500
Closed -$32.9K
PSNL icon
1773
Personalis
PSNL
$1.26B
– –
-800
Closed -$4.62K
QRVO icon
1774
Qorvo
QRVO
$7.63B
– –
-127
Closed -$8.88K
QSR icon
1775
Restaurant Brands International
QSR
$25.1B
– –
-68
Closed -$4.43K
69 70
71
72 73

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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.