We are live on ! Find out more
AA

Ancora Advisors Portfolio holdings

AUM $4.7B
1-Year Est. Return 19.05%
This Fund
S&P 500
This Quarter Est. Return
+7.38%
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
$5.01B
AUM Growth
+$185M
Cap. Flow
-$132M
Cap. Flow %
-2.63%
Top 10 Hldgs %
27.82%
Holding
2,191
New
143
Increased
393
Reduced
543
Closed
135

Top Buys

Rank Stock Value
1
SEE
Sealed Air
SEE
+$49.1M
2
LKQ icon
LKQ Corp
LKQ
+$47.9M
3
GLIBK
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
+$16.7M
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$16.1M
5
ZTS icon
Zoetis
ZTS
+$14.9M

Top Sells

Rank Stock Value
1
NSC icon
Norfolk Southern
NSC
+$87.2M
2
RBA icon
RB Global
RBA
+$37.8M
3
AMCR icon
Amcor
AMCR
+$37.7M
4
GPRE icon
Green Plains
GPRE
+$21.9M
5
WY icon
Weyerhaeuser
WY
+$21.2M

Sector Composition

Rank Sector Weight
1 Industrials 18.53%
2 Technology 13.61%
3 Consumer Discretionary 13.16%
4 Financials 8.74%
5 Healthcare 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHLD icon
326
Global X Defense Tech ETF
SHLD
$7.12B
$1.64M 0.03%
+23,302
New +$1.46M
EML icon
327
Eastern Company
EML
$146M
$1.62M 0.03%
69,047
– –
RHLD
328
Resolute Holdings Management
RHLD
$1.07B
$1.61M 0.03%
22,277
-60
-0.3% -$3.25K
HRL icon
329
Hormel Foods
HRL
$13.8B
$1.61M 0.03%
64,893
-7,890
-11% -$219K
NEWT icon
330
NewtekOne
NEWT
$428M
$1.6M 0.03%
139,332
-2,489
-2% -$29.5K
NFLX icon
331
Netflix
NFLX
$304B
$1.59M 0.03%
13,240
+510
+4% +$62.2K
NATR icon
332
Nature's Sunshine
NATR
$365M
$1.58M 0.03%
102,089
-1,846
-2% -$29.5K
VZ icon
333
Verizon
VZ
$198B
$1.58M 0.03%
36,048
+129
+0.4% +$5.58K
IWP icon
334
iShares Russell Mid-Cap Growth ETF
IWP
$20.1B
$1.55M 0.03%
10,881
+246
+2% +$34.8K
SNEX icon
335
StoneX
SNEX
$9.23B
$1.54M 0.03%
34,443
– –
GNK icon
336
Genco Shipping & Trading
GNK
$1.15B
$1.54M 0.03%
86,750
-1,630
-2% -$27K
PESI icon
337
Perma-Fix Environmental Services
PESI
$353M
$1.52M 0.03%
150,355
-30,434
-17% -$336K
VAC icon
338
Marriott Vacations Worldwide
VAC
$3.34B
$1.5M 0.03%
22,550
– –
CRM icon
339
Salesforce
CRM
$154B
$1.49M 0.03%
6,301
-1,662
-21% -$419K
GDL
340
GDL Fund
GDL
$92.3M
$1.49M 0.03%
174,626
– –
SDY icon
341
State Street SPDR S&P Dividend ETF
SDY
$23.5B
$1.48M 0.03%
10,571
+16
+0.2% +$2.23K
ACIC icon
342
American Coastal Insurance
ACIC
$526M
$1.48M 0.03%
129,907
-2,304
-2% -$25.1K
KMI icon
343
Kinder Morgan
KMI
$70B
$1.48M 0.03%
52,139
-900
-2% -$24.6K
EGY icon
344
Vaalco Energy
EGY
$563M
$1.47M 0.03%
364,507
-7,002
-2% -$27K
THRY icon
345
Thryv Holdings
THRY
$185M
$1.45M 0.03%
120,141
-2,146
-2% -$27.1K
DHR icon
346
Danaher
DHR
$139B
$1.45M 0.03%
7,302
-111
-1% -$22.1K
IWM icon
347
iShares Russell 2000 ETF
IWM
$81.3B
$1.45M 0.03%
5,982
-67
-1% -$15.4K
SLB icon
348
SLB Ltd
SLB
$73B
$1.43M 0.03%
41,717
-11,092
-21% -$386K
APO icon
349
Apollo Global Management
APO
$74.2B
$1.42M 0.03%
10,688
+4,999
+88% +$708K
SIRI icon
350
SiriusXM
SIRI
$10.2B
$1.42M 0.03%
61,064
+21,300
+54% +$493K
12 13
14
15 16

Similar funds

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
EI
EFG International Zurich $4.67B AUM
VDI
Vaughan David Investments Peoria, Illinois $4.73B AUM 19.55% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Ancora Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Ancora Advisors held 2,191 positions worth $5.01B, up 3.8% from $4.82B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Ancora Advisors's Q3 2025 filing shows 143 new, 393 increased, 543 reduced and 135 closed positions. Its largest new stake was Liberty Capital Corp Series C GCI Group Common Stock: 473,593 shares worth $17.7M. The largest sale was Norfolk Southern, an estimated $87.2M.

By sector, the portfolio is most concentrated in Industrials at 19% of assets, down from 20% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q3 2025 buy was Liberty Capital Corp Series C GCI Group Common Stock: 473,593 shares worth $17.7M.
  • Ancora Advisors added most to Sealed Air in Q3 2025, an estimated $49.1M increase.
  • Ancora Advisors's biggest Q3 2025 reduction was Norfolk Southern, cutting an estimated $87.2M.
  • Ancora Advisors fully exited Pitney Bowes in Q3 2025, selling an estimated $18.2M.
  • Ancora Advisors's ten largest holdings make up 28% of its $5.01B portfolio in Q3 2025.
  • Ancora Advisors opened 143 new positions and closed 135 in Q3 2025.
  • Ancora Advisors's portfolio value rose 3.8% quarter-over-quarter to $5.01B.

Based on Ancora Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.