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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
VTEB icon
601
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
$330K 0.01%
6,582
-138
-2% -$6.78K
AVDV icon
602
Avantis International Small Cap Value ETF
AVDV
$19.2B
$328K 0.01%
3,685
– –
LECO icon
603
Lincoln Electric
LECO
$14.9B
$328K 0.01%
1,391
-128
-8% -$30K
VRTX icon
604
Vertex Pharmaceuticals
VRTX
$121B
$328K 0.01%
837
+1
+0.1% +$418
ASYS icon
605
Amtech Systems
ASYS
$291M
$326K 0.01%
35,247
-75,775
-68% -$463K
VONG icon
606
Vanguard Russell 1000 Growth ETF
VONG
$44.5B
$326K 0.01%
2,707
-44
-2% -$5.04K
IJK icon
607
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11B
$325K 0.01%
3,385
-9
-0.3% -$848
HCKT icon
608
Hackett Group
HCKT
$287M
$323K 0.01%
16,993
-17,561
-51% -$384K
BSCR icon
609
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.59B
$323K 0.01%
16,368
– –
CARR icon
610
Carrier Global
CARR
$53.2B
$322K 0.01%
5,391
– –
GILD icon
611
Gilead Sciences
GILD
$162B
$317K 0.01%
2,856
-193
-6% -$21.9K
BCI icon
612
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.9B
$317K 0.01%
14,700
– –
SSTK icon
613
Shutterstock
SSTK
$211M
$315K 0.01%
15,111
-2,007
-12% -$40.9K
CMT icon
614
Core Molding Technologies
CMT
$218M
$313K 0.01%
15,230
-7,920
-34% -$147K
MDLZ icon
615
Mondelez International
MDLZ
$78.1B
$309K 0.01%
4,939
+67
+1% +$4.32K
OBDC icon
616
Blue Owl Capital
OBDC
$5.46B
$307K 0.01%
24,052
– –
NXST icon
617
Nexstar Media Group
NXST
$5.92B
$307K 0.01%
1,553
+280
+22% +$54.8K
PFF icon
618
iShares Preferred and Income Securities ETF
PFF
$13.3B
$306K 0.01%
9,683
+3,161
+48% +$99.4K
AWK icon
619
American Water Works
AWK
$26B
$296K 0.01%
2,125
– –
BSCT icon
620
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.92B
$295K 0.01%
15,684
-680
-4% -$12.8K
IFF icon
621
International Flavors & Fragrances
IFF
$20.5B
$295K 0.01%
4,787
-74
-2% -$5.08K
HAP icon
622
VanEck Natural Resources ETF
HAP
$302M
$293K 0.01%
5,141
– –
ELMD icon
623
Electromed
ELMD
$351M
$293K 0.01%
11,930
-2,210
-16% -$46.9K
PGF icon
624
Invesco Financial Preferred ETF
PGF
$676M
$292K 0.01%
20,000
– –
ACGL icon
625
Arch Capital
ACGL
$34B
$292K 0.01%
3,215
+410
+15% +$36.8K
23 24
25
26 27

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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.