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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
OSPN icon
551
OneSpan
OSPN
$588M
$414K 0.01%
24,783
– –
LION icon
552
Lionsgate Studios
LION
$4B
$411K 0.01%
+70,740
New +$473K
PSFE icon
553
Paysafe
PSFE
$423M
$409K 0.01%
32,370
-25,000
-44% -$342K
ICE icon
554
Intercontinental Exchange
ICE
$86.2B
$405K 0.01%
2,210
+1
+0% +$172
LRCX icon
555
Lam Research
LRCX
$353B
$404K 0.01%
4,149
-13
-0.3% -$1.03K
SCZ icon
556
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.3B
$403K 0.01%
5,545
-18
-0.3% -$1.22K
IGSB icon
557
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.9B
$400K 0.01%
7,577
+209
+3% +$10.9K
GM icon
558
General Motors
GM
$80.8B
$400K 0.01%
8,122
-554
-6% -$26.3K
SPY icon
559
CALL
State Street SPDR S&P 500 ETF Trust
SPY
$800B
$395K 0.01%
18
– –
CARR icon
560
Carrier Global
CARR
$51.6B
$395K 0.01%
5,391
-57
-1% -$3.87K
COIN icon
561
Coinbase
COIN
$37.6B
$394K 0.01%
1,123
+255
+29% +$59.6K
IBDU icon
562
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.04B
$392K 0.01%
16,781
+216
+1% +$4.98K
SCHE icon
563
Schwab Emerging Markets Equity ETF
SCHE
$12.6B
$390K 0.01%
12,933
-236
-2% -$6.68K
BSX icon
564
Boston Scientific
BSX
$72B
$389K 0.01%
3,622
– –
STE icon
565
Steris
STE
$22.8B
$388K 0.01%
1,616
-65
-4% -$15.1K
FDL icon
566
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.8B
$388K 0.01%
9,265
+250
+3% +$10.3K
GDXJ icon
567
VanEck Junior Gold Miners ETF
GDXJ
$6.83B
$387K 0.01%
5,730
+3,530
+160% +$223K
SVV icon
568
Savers
SVV
$1.63B
$386K 0.01%
+37,870
New +$371K
FNB icon
569
FNB Corp
FNB
$6.76B
$386K 0.01%
26,447
– –
CMT icon
570
Core Molding Technologies
CMT
$200M
$384K 0.01%
23,150
+1,070
+5% +$16.8K
IWC icon
571
iShares Micro-Cap ETF
IWC
$1.45B
$383K 0.01%
3,003
– –
BND icon
572
Vanguard Total Bond Market
BND
$157B
$379K 0.01%
5,151
-4,283
-45% -$312K
IGIB icon
573
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$378K 0.01%
7,086
– –
BIV icon
574
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$377K 0.01%
4,876
+45
+0.9% +$3.43K
ALYA
575
DELISTED
Alithya Group Inc Class A Subordinate Voting Shares
ALYA
$375K 0.01%
209,503
– –
21 22
23
24 25

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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.