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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
+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
LKQ icon
426
CALL
LKQ Corp
LKQ
$5.91B
$944K 0.02%
+6,007
New +$197K
JEF icon
427
Jefferies Financial Group
JEF
$12.8B
$927K 0.02%
14,175
– –
SPLV icon
428
Invesco S&P 500 Low Volatility ETF
SPLV
$7.21B
$926K 0.02%
12,606
-1,367
-10% -$99.9K
NN icon
429
CALL
NextNav
NN
$1.81B
$913K 0.02%
2,486
+1,875
+307% +$29.6K
VOE icon
430
Vanguard Morningstar Mid-Cap Value ETF
VOE
$23.8B
$912K 0.02%
5,222
-31
-0.6% -$5.28K
BUFR icon
431
FT Vest Fund of Buffer ETFs
BUFR
$10.2B
$902K 0.02%
27,000
– –
LW icon
432
Lamb Weston
LW
$7.29B
$902K 0.02%
15,536
+9,767
+169% +$534K
DMBS icon
433
DoubleLine Mortgage ETF
DMBS
$697M
$894K 0.02%
18,000
– –
NEM icon
434
Newmont
NEM
$100B
$879K 0.02%
10,423
-323
-3% -$22.5K
IGM icon
435
iShares Expanded Tech Sector ETF
IGM
$10.3B
$871K 0.02%
6,913
+5,701
+470% +$672K
CTO
436
CTO Realty Growth
CTO
$827M
$867K 0.02%
53,180
-123,590
-70% -$2.09M
MTBA icon
437
Simplify MBS ETF
MTBA
$1.51B
$856K 0.02%
17,000
– –
FORR icon
438
Forrester Research
FORR
$221M
$852K 0.02%
80,379
-1,446
-2% -$14.7K
SPHR icon
439
Sphere Entertainment
SPHR
$5.29B
$850K 0.02%
+13,680
New +$646K
MRBK icon
440
Meridian
MRBK
$236M
$849K 0.02%
53,780
+510
+1% +$7.65K
VGT icon
441
Vanguard Information Technology ETF
VGT
$141B
$848K 0.02%
9,088
-512
-5% -$44.7K
INTU icon
442
Intuit
INTU
$87.1B
$847K 0.02%
1,240
– –
DGRO icon
443
iShares Core Dividend Growth ETF
DGRO
$42.9B
$829K 0.02%
12,181
+2,678
+28% +$177K
INSE icon
444
Inspired Entertainment
INSE
$183M
$828K 0.02%
88,250
– –
NOW icon
445
ServiceNow
NOW
$118B
$818K 0.02%
4,440
-190
-4% -$35.5K
ET icon
446
Energy Transfer Partners
ET
$69.8B
$801K 0.02%
46,695
+20,000
+75% +$351K
DFIN icon
447
Donnelley Financial Solutions
DFIN
$1.2B
$800K 0.02%
15,559
-278
-2% -$15.9K
DHIL
448
DELISTED
Diamond Hill
DHIL
$797K 0.02%
5,690
-93
-2% -$13.6K
RGR icon
449
Sturm, Ruger & Co
RGR
$616M
$796K 0.02%
18,318
-361
-2% -$13K
AMP icon
450
Ameriprise Financial
AMP
$48.8B
$793K 0.02%
1,615
– –
16 17
18
19 20

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GCM
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CCWM
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GCL
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KCM
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EI
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VDI
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MA
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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.