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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
+8.88%
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
$4.82B
AUM Growth
+$340M
Cap. Flow
+$6.94M
Cap. Flow %
0.14%
Top 10 Hldgs %
27.86%
Holding
2,163
New
317
Increased
533
Reduced
401
Closed
113

Top Buys

Rank Stock Value
1
CSX icon
CSX Corp
CSX
+$59.6M
2
SEE
Sealed Air
SEE
+$56.5M
3
NSC icon
Norfolk Southern
NSC
+$42.6M
4
AMCR icon
Amcor
AMCR
+$40.7M
5
META icon
Meta Platforms (Facebook)
META
+$26.7M

Top Sells

Rank Stock Value
1
X
US Steel
X
+$112M
2
GRBK icon
Green Brick Partners
GRBK
+$67.2M
3
BERY
Berry Global Group, Inc.
BERY
+$58.3M
4
UNH icon
UnitedHealth
UNH
+$32.1M
5
RBA icon
RB Global
RBA
+$19.5M

Sector Composition

Rank Sector Weight
1 Industrials 20.33%
2 Technology 13.14%
3 Consumer Discretionary 12.62%
4 Financials 8.66%
5 Healthcare 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHKP icon
476
Check Point Software Technologies
CHKP
$13B
$615K 0.01%
2,780
+205
+8% +$45.1K
EMLP icon
477
First Trust North American Energy Infrastructure Fund
EMLP
$4.11B
$612K 0.01%
16,328
+3,594
+28% +$131K
DGRO icon
478
iShares Core Dividend Growth ETF
DGRO
$42.7B
$608K 0.01%
9,503
+4
+0% +$244
EEM icon
479
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$599K 0.01%
12,410
+548
+5% +$24.6K
SLGN icon
480
Silgan Holdings
SLGN
$4.23B
$599K 0.01%
11,049
+1,994
+22% +$105K
IUSG icon
481
iShares Core S&P US Growth ETF
IUSG
$31.7B
$595K 0.01%
3,955
– –
NWBI icon
482
Northwest Bancshares
NWBI
$2.3B
$594K 0.01%
46,508
– –
VXUS icon
483
Vanguard Total International Stock ETF
VXUS
$155B
$590K 0.01%
8,544
+6
+0.1% +$390
PWR icon
484
Quanta Services
PWR
$100B
$586K 0.01%
1,551
+1,325
+586% +$425K
CINF icon
485
Cincinnati Financial
CINF
$27.3B
$586K 0.01%
3,935
– –
FITB
486
Fifth Third Bancorp
FITB
$51.2B
$585K 0.01%
14,219
-1,048
-7% -$39.3K
IYH icon
487
iShares US Healthcare ETF
IYH
$3.37B
$583K 0.01%
10,321
– –
FLEX icon
488
Flex
FLEX
$41.7B
$578K 0.01%
11,579
– –
TMO icon
489
Thermo Fisher Scientific
TMO
$213B
$576K 0.01%
1,420
+244
+21% +$102K
ESGU icon
490
iShares ESG Aware MSCI USA ETF
ESGU
$17.9B
$575K 0.01%
4,248
+1
+0% +$125
VEU icon
491
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
$573K 0.01%
8,528
-2,335
-21% -$148K
D icon
492
Dominion Energy
D
$60.8B
$573K 0.01%
10,141
-250
-2% -$13.7K
IJJ icon
493
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.82B
$572K 0.01%
4,627
+445
+11% +$52.4K
PAVE icon
494
Global X US Infrastructure Development ETF
PAVE
$14.5B
$572K 0.01%
13,117
– –
VPU
495
Vanguard Utilities ETF
VPU
$8.46B
$570K 0.01%
3,229
– –
BSCS icon
496
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.56B
$564K 0.01%
27,523
-316
-1% -$6.43K
UEC icon
497
Uranium Energy
UEC
$4.75B
$564K 0.01%
82,900
+15,000
+22% +$84.1K
VYMI icon
498
Vanguard International High Dividend Yield ETF
VYMI
$20.6B
$560K 0.01%
6,989
– –
TIP icon
499
iShares TIPS Bond ETF
TIP
$14.6B
$556K 0.01%
5,057
+119
+2% +$13K
MGM icon
500
MGM Resorts International
MGM
$11.4B
$552K 0.01%
16,049
+3,680
+30% +$117K
18 19
20
21 22

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Ancora Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Ancora Advisors held 2,163 positions worth $4.82B, up 7.6% from $4.48B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Ancora Advisors's Q2 2025 filing shows 317 new, 533 increased, 401 reduced and 113 closed positions. Its largest new stake was Sealed Air: 1,898,485 shares worth $58.9M. The largest sale was US Steel, an estimated $112M.

By sector, the portfolio is most concentrated in Industrials at 20% of assets, up from 17% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q2 2025 buy was Sealed Air: 1,898,485 shares worth $58.9M.
  • Ancora Advisors added most to CSX Corp in Q2 2025, an estimated $59.6M increase.
  • Ancora Advisors's biggest Q2 2025 reduction was Green Brick Partners, cutting an estimated $67.2M.
  • Ancora Advisors fully exited US Steel in Q2 2025, selling an estimated $112M.
  • Ancora Advisors's ten largest holdings make up 28% of its $4.82B portfolio in Q2 2025.
  • Ancora Advisors opened 317 new positions and closed 113 in Q2 2025.
  • Ancora Advisors's portfolio value rose 7.6% quarter-over-quarter to $4.82B.

Based on Ancora Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.