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
TLN
376
Talen Energy Corp
TLN
$16.5B
$1.22M 0.02%
2,877
-590
-17% -$213K
NCMI icon
377
National CineMedia
NCMI
$391M
$1.22M 0.02%
271,273
-681,085
-72% -$3.18M
KTOS icon
378
Kratos Defense & Security Solutions
KTOS
$9.18B
$1.21M 0.02%
13,219
+5,175
+64% +$331K
CTVA icon
379
Corteva
CTVA
$51.3B
$1.21M 0.02%
17,835
-450
-2% -$32.6K
HIFS icon
380
Hingham Institution for Saving
HIFS
$647M
$1.2M 0.02%
4,551
-82
-2% -$21.9K
HURC icon
381
Hurco Companies Inc
HURC
$140M
$1.2M 0.02%
68,910
-1,148
-2% -$21.2K
TGT icon
382
Target
TGT
$67.9B
$1.19M 0.02%
13,288
+8,100
+156% +$798K
FWRG icon
383
First Watch Restaurant Group
FWRG
$774M
$1.18M 0.02%
75,610
+35,400
+88% +$617K
WRB icon
384
W.R. Berkley
WRB
$26.7B
$1.18M 0.02%
15,425
-3,378
-18% -$241K
CBOE icon
385
Cboe Global Markets
CBOE
$31.1B
$1.17M 0.02%
4,754
-125
-3% -$30K
UEC icon
386
Uranium Energy
UEC
$4.92B
$1.17M 0.02%
87,400
+4,500
+5% +$45K
FEX icon
387
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.58B
$1.16M 0.02%
9,967
– –
CLW icon
388
Clearwater Paper
CLW
$358M
$1.16M 0.02%
55,887
-28,947
-34% -$699K
SLV icon
389
iShares Silver Trust
SLV
$28B
$1.15M 0.02%
27,195
+903
+3% +$32.4K
XMMO icon
390
Invesco S&P MidCap Momentum ETF
XMMO
$7.26B
$1.15M 0.02%
8,518
-31
-0.4% -$4.08K
ASLE icon
391
AerSale
ASLE
$305M
$1.14M 0.02%
139,278
-35,869
-20% -$270K
INBK icon
392
First Internet Bancorp
INBK
$263M
$1.14M 0.02%
50,708
+11,095
+28% +$273K
PMTS icon
393
CPI Card Group
PMTS
$251M
$1.12M 0.02%
74,252
+12,436
+20% +$221K
ALNT icon
394
Allient
ALNT
$1.53B
$1.12M 0.02%
25,006
-20,734
-45% -$886K
MCHP icon
395
Microchip Technology
MCHP
$40.8B
$1.12M 0.02%
17,363
-394
-2% -$26.7K
GE icon
396
GE Aerospace
GE
$382B
$1.1M 0.02%
3,662
-7
-0.2% -$1.91K
IWB icon
397
iShares Russell 1000 ETF
IWB
$49B
$1.09M 0.02%
2,978
+1,550
+109% +$546K
SMH icon
398
VanEck Semiconductor ETF
SMH
$68.6B
$1.08M 0.02%
3,303
-131
-4% -$38.8K
JYNT icon
399
The Joint Corp
JYNT
$118M
$1.08M 0.02%
112,821
-2,028
-2% -$22K
PRF icon
400
Invesco FTSE RAFI US 1000 ETF
PRF
$9.88B
$1.07M 0.02%
23,680
– –
14 15
16
17 18

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.