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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
SLGN icon
551
Silgan Holdings
SLGN
$4.37B
$466K 0.01%
10,824
-225
-2% -$10.9K
SNDK
552
Sandisk
SNDK
$191B
$465K 0.01%
4,141
+3,543
+592% +$207K
HBM icon
553
Hudbay
HBM
$10.4B
$462K 0.01%
30,500
– –
OPBK icon
554
OP Bancorp
OPBK
$237M
$461K 0.01%
33,084
-52,278
-61% -$723K
SNPS icon
555
Synopsys
SNPS
$75.1B
$449K 0.01%
909
+906
+30,200% +$512K
IWC icon
556
iShares Micro-Cap ETF
IWC
$1.48B
$448K 0.01%
3,003
– –
D icon
557
Dominion Energy
D
$60.5B
$441K 0.01%
7,216
-2,925
-29% -$174K
VHT icon
558
Vanguard Health Care ETF
VHT
$18.1B
$437K 0.01%
1,682
-73
-4% -$18.3K
IMMR icon
559
Immersion
IMMR
$248M
$431K 0.01%
58,680
-868
-1% -$6.29K
G icon
560
Genpact
G
$5.96B
$428K 0.01%
10,225
-175
-2% -$7.69K
IGIB icon
561
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$428K 0.01%
7,911
+825
+12% +$44.1K
FNB icon
562
FNB Corp
FNB
$6.83B
$426K 0.01%
26,447
– –
SCZ icon
563
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.4B
$425K 0.01%
5,545
– –
SHEL icon
564
Shell
SHEL
$252B
$421K 0.01%
5,885
+1,286
+28% +$92.6K
SCHE icon
565
Schwab Emerging Markets Equity ETF
SCHE
$12.6B
$418K 0.01%
12,530
-403
-3% -$12.7K
XLF icon
566
State Street Financial Select Sector SPDR ETF
XLF
$58B
$417K 0.01%
7,736
+897
+13% +$47.5K
IBDS icon
567
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.84B
$412K 0.01%
16,922
-1,852
-10% -$44.9K
CASY icon
568
Casey's General Stores
CASY
$31.8B
$410K 0.01%
726
+31
+4% +$16.2K
FSTR icon
569
Foster
FSTR
$434M
$409K 0.01%
+15,160
New +$375K
FDL icon
570
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.79B
$402K 0.01%
9,265
– –
IGSB icon
571
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.9B
$400K 0.01%
7,536
-41
-0.5% -$2.16K
DFAS icon
572
Dimensional US Small Cap ETF
DFAS
$15.5B
$398K 0.01%
5,813
– –
COIN icon
573
Coinbase
COIN
$38.7B
$396K 0.01%
1,174
+51
+5% +$17.3K
AVD icon
574
American Vanguard Corp
AVD
$70.4M
$396K 0.01%
+69,000
New +$329K
CVS icon
575
CVS Health
CVS
$134B
$394K 0.01%
5,230
-874
-14% -$59.9K
21 22
23
24 25

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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.