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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
IBDT icon
576
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.06B
$394K 0.01%
15,438
-1,174
-7% -$29.8K
OSPN icon
577
OneSpan
OSPN
$605M
$394K 0.01%
24,783
– –
HIT
578
Health In Tech Inc
HIT
$72.1M
$389K 0.01%
+121,060
New +$290K
BIV icon
579
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$384K 0.01%
4,921
+45
+0.9% +$3.48K
MLCI
580
Mount Logan Capital Inc
MLCI
$33.8M
$382K 0.01%
+48,992
New +$387K
VMC icon
581
Vulcan Materials
VMC
$36.7B
$381K 0.01%
1,238
– –
XLU icon
582
State Street Utilities Select Sector SPDR ETF
XLU
$22.6B
$379K 0.01%
8,688
-212
-2% -$8.97K
VTWO icon
583
Vanguard Russell 2000 ETF
VTWO
$17.8B
$375K 0.01%
3,835
+13
+0.3% +$1.21K
ICE icon
584
Intercontinental Exchange
ICE
$83.5B
$372K 0.01%
2,210
– –
SLNG icon
585
Stabilis Solutions
SLNG
$86.7M
$370K 0.01%
84,849
+20,718
+32% +$91K
STE icon
586
Steris
STE
$22.6B
$368K 0.01%
1,489
-127
-8% -$30.4K
BTC
587
Grayscale Bitcoin Mini Trust ETF
BTC
$3.39B
$368K 0.01%
7,262
+1,466
+25% +$74.4K
IBDU icon
588
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.05B
$364K 0.01%
15,505
-1,276
-8% -$29.8K
INTC icon
589
Intel
INTC
$501B
$358K 0.01%
10,668
+2,722
+34% +$65.9K
IWS icon
590
iShares Russell Mid-Cap Value ETF
IWS
$15.8B
$353K 0.01%
2,528
– –
MLPX icon
591
Global X MLP & Energy Infrastructure ETF
MLPX
$3.56B
$352K 0.01%
5,606
– –
LLYVK icon
592
Liberty Live Group Series C
LLYVK
$9.52B
$350K 0.01%
3,613
– –
CRVS icon
593
Corvus Pharmaceuticals
CRVS
$1.14B
$349K 0.01%
47,290
+4,183
+10% +$21.4K
SURE icon
594
AdvisorShares Insider Advantage ETF
SURE
$57.4M
$348K 0.01%
2,810
– –
FLL icon
595
Full House Resorts
FLL
$82.3M
$346K 0.01%
107,810
+19,150
+22% +$75.2K
TPG icon
596
TPG
TPG
$7.77B
$345K 0.01%
6,000
– –
CON
597
Concentra Group Holdings
CON
$4.04B
$339K 0.01%
+16,210
New +$346K
IBIT icon
598
iShares Bitcoin Trust
IBIT
$47B
$339K 0.01%
5,217
+935
+22% +$60.8K
STEW
599
SRH Total Return Fund
STEW
$1.8B
$336K 0.01%
18,481
-1,100
-6% -$19.8K
AMCR icon
600
CALL
Amcor
AMCR
$21.4B
$331K 0.01%
1,117
-147
-12% -$6.59K
22 23
24
25 26

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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.