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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
EMR icon
476
Emerson Electric
EMR
$86.7B
$689K 0.01%
5,249
+1
+0% +$136
FIS icon
477
Fidelity National Information Services
FIS
$23.1B
$677K 0.01%
10,266
-507
-5% -$37K
CRMT icon
478
America's Car Mart
CRMT
$29.1M
$673K 0.01%
23,033
+3,647
+19% +$165K
FLEX icon
479
Flex
FLEX
$43B
$671K 0.01%
11,579
– –
MOS icon
480
The Mosaic Company
MOS
$6.93B
$668K 0.01%
19,263
-15,100
-44% -$520K
ITRN icon
481
Ituran Location and Control
ITRN
$1.1B
$660K 0.01%
18,467
+12,472
+208% +$471K
BWMN icon
482
Bowman Consulting
BWMN
$480M
$659K 0.01%
15,546
-6,600
-30% -$247K
ACWI icon
483
iShares MSCI ACWI ETF
ACWI
$32.8B
$657K 0.01%
4,750
+750
+19% +$99.6K
MRVL icon
484
Marvell Technology
MRVL
$174B
$654K 0.01%
7,782
+674
+9% +$49.6K
WSBC icon
485
WesBanco
WSBC
$4.01B
$648K 0.01%
20,292
– –
CHKP icon
486
Check Point Software Technologies
CHKP
$12.6B
$647K 0.01%
3,127
+347
+12% +$69.9K
TNK icon
487
Teekay Tankers
TNK
$2.79B
$641K 0.01%
12,690
-238
-2% -$11.3K
KRT icon
488
Karat Packaging
KRT
$814M
$641K 0.01%
25,427
-322
-1% -$8.47K
IUSG icon
489
iShares Core S&P US Growth ETF
IUSG
$32.7B
$634K 0.01%
3,854
-101
-3% -$15.9K
CMG icon
490
Chipotle Mexican Grill
CMG
$47.5B
$633K 0.01%
16,160
+960
+6% +$43.2K
T icon
491
AT&T
T
$162B
$629K 0.01%
22,282
-1,300
-6% -$36.9K
LXFR icon
492
Luxfer Holdings
LXFR
$459M
$626K 0.01%
45,057
-18,860
-30% -$242K
EMLP icon
493
First Trust North American Energy Infrastructure Fund
EMLP
$4.13B
$625K 0.01%
16,333
+5
+0% +$189
CINF icon
494
Cincinnati Financial
CINF
$27.3B
$622K 0.01%
3,935
– –
VYMI icon
495
Vanguard International High Dividend Yield ETF
VYMI
$20.6B
$617K 0.01%
7,283
+294
+4% +$24.4K
MKTX icon
496
MarketAxess Holdings
MKTX
$5.71B
$614K 0.01%
3,522
+67
+2% +$13.1K
OKLO
497
Oklo
OKLO
$7.17B
$612K 0.01%
5,485
-325
-6% -$25.4K
SRG
498
Seritage Growth Properties
SRG
$137M
$612K 0.01%
143,965
+7,263
+5% +$25.4K
VPU
499
Vanguard Utilities ETF
VPU
$8.48B
$612K 0.01%
3,229
– –
NC icon
500
NACCO Industries
NC
$363M
$609K 0.01%
+14,439
New +$573K
18 19
20
21 22

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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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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.