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
JBBB icon
351
Janus Henderson B-BBB CLO ETF
JBBB
$1.41B
$1.42M 0.03%
29,425
+187
+0.6% +$9.03K
WELL icon
352
Welltower
WELL
$168B
$1.41M 0.03%
7,940
– –
FBND icon
353
Fidelity Total Bond ETF
FBND
$27.1B
$1.41M 0.03%
30,395
+12,283
+68% +$564K
VTS icon
354
Vitesse Energy
VTS
$644M
$1.39M 0.03%
59,982
-203,373
-77% -$5M
CAT icon
355
Caterpillar
CAT
$379B
$1.36M 0.03%
2,850
-9
-0.3% -$3.84K
MU icon
356
Micron Technology
MU
$929B
$1.36M 0.03%
8,103
+1,326
+20% +$170K
HDV
357
iShares Core High Dividend ETF
HDV
$14.8B
$1.35M 0.03%
55,265
-8,290
-13% -$200K
WFC icon
358
Wells Fargo
WFC
$263B
$1.35M 0.03%
16,070
-834
-5% -$67.6K
ADX icon
359
Adams Diversified Equity Fund
ADX
$3.18B
$1.34M 0.03%
60,144
-2,534
-4% -$55.3K
TECB icon
360
iShares US Tech Breakthrough Multisector ETF
TECB
$471M
$1.34M 0.03%
22,121
+939
+4% +$54.9K
COR icon
361
Cencora
COR
$60.3B
$1.33M 0.03%
4,261
+64
+2% +$18.8K
BBCP icon
362
Concrete Pumping Holdings
BBCP
$496M
$1.33M 0.03%
188,818
-3,373
-2% -$23.5K
GLW icon
363
Corning
GLW
$126B
$1.33M 0.03%
16,156
+3,999
+33% +$261K
BAM icon
364
Brookfield Asset Management
BAM
$80.3B
$1.31M 0.03%
23,046
-372
-2% -$22.1K
LMT icon
365
Lockheed Martin
LMT
$134B
$1.3M 0.03%
2,609
+323
+14% +$147K
CORT icon
366
Corcept Therapeutics
CORT
$12.4B
$1.3M 0.03%
15,588
-600
-4% -$43.4K
KEY icon
367
KeyCorp
KEY
$24.3B
$1.29M 0.03%
68,976
– –
AEP icon
368
American Electric Power
AEP
$69.5B
$1.29M 0.03%
11,456
-486
-4% -$53.2K
MO icon
369
Altria Group
MO
$114B
$1.28M 0.03%
19,312
+3,484
+22% +$221K
RWK icon
370
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.33B
$1.25M 0.03%
10,021
-67
-0.7% -$8.25K
HBAN icon
371
Huntington Bancshares
HBAN
$34.8B
$1.25M 0.02%
72,314
– –
SON icon
372
Sonoco
SON
$5.56B
$1.24M 0.02%
28,740
-538
-2% -$24.8K
BMY icon
373
Bristol-Myers Squibb
BMY
$132B
$1.24M 0.02%
27,399
-2,319
-8% -$108K
FDX icon
374
FedEx
FDX
$72.8B
$1.23M 0.02%
5,203
-245
-4% -$56.5K
RMNI icon
375
Rimini Street
RMNI
$452M
$1.22M 0.02%
261,598
-4,708
-2% -$20.9K
13 14
15
16 17

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.