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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
PAVE icon
501
Global X US Infrastructure Development ETF
PAVE
$14.9B
$607K 0.01%
12,743
-374
-3% -$17.2K
VEU icon
502
Vanguard FTSE All-World ex-US ETF
VEU
$66.9B
$606K 0.01%
8,495
-33
-0.4% -$2.28K
IYH icon
503
iShares US Healthcare ETF
IYH
$3.45B
$606K 0.01%
10,321
– –
BA icon
504
Boeing
BA
$185B
$603K 0.01%
2,792
+1,410
+102% +$318K
NNBR icon
505
NN Inc
NNBR
$279M
$599K 0.01%
290,770
+123,810
+74% +$278K
FITB
506
Fifth Third Bancorp
FITB
$51.6B
$589K 0.01%
13,219
-1,000
-7% -$43.8K
AIQ icon
507
Global X Artificial Intelligence & Technology ETF
AIQ
$10.5B
$587K 0.01%
11,875
+8,315
+234% +$378K
ESGU icon
508
iShares ESG Aware MSCI USA ETF
ESGU
$18B
$586K 0.01%
4,023
-225
-5% -$31.5K
DOV icon
509
Dover
DOV
$27.7B
$584K 0.01%
3,501
– –
BSX icon
510
Boston Scientific
BSX
$72B
$583K 0.01%
5,972
+2,350
+65% +$243K
CBRE icon
511
CBRE Group
CBRE
$43B
$581K 0.01%
3,685
– –
TMUS icon
512
T-Mobile US
TMUS
$190B
$575K 0.01%
2,401
+1,327
+124% +$321K
AXP icon
513
American Express
AXP
$233B
$573K 0.01%
1,726
+84
+5% +$26.7K
FDVV icon
514
Fidelity High Dividend ETF
FDVV
$10.2B
$572K 0.01%
10,275
+8,300
+420% +$451K
BSCS icon
515
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.57B
$566K 0.01%
27,523
– –
SPY icon
516
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$806B
$564K 0.01%
1,111
+24
+2% +$15.4K
LYB icon
517
LyondellBasell Industries
LYB
$19.6B
$564K 0.01%
11,497
+305
+3% +$17.2K
ORLY icon
518
O'Reilly Automotive
ORLY
$73.3B
$564K 0.01%
5,229
– –
JOUT icon
519
Johnson Outdoors
JOUT
$502M
$563K 0.01%
13,931
-249
-2% -$9.28K
IRTC icon
520
iRhythm Holdings
IRTC
$4.1B
$556K 0.01%
3,230
– –
DON icon
521
WisdomTree US MidCap Dividend Fund
DON
$4.06B
$554K 0.01%
10,601
+56
+0.5% +$2.9K
FALN icon
522
iShares Fallen Angels USD Bond ETF
FALN
$1.61B
$554K 0.01%
19,933
-153
-0.8% -$4.17K
ETHE
523
Grayscale Ethereum Staking ETF Shares
ETHE
$1.52B
$552K 0.01%
16,103
+1,713
+12% +$55.4K
NWBI icon
524
Northwest Bancshares
NWBI
$2.32B
$548K 0.01%
44,265
-2,243
-5% -$28.2K
DAL icon
525
Delta Air Lines
DAL
$60.2B
$544K 0.01%
9,593
+36
+0.4% +$2.05K
19 20
21
22 23

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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.