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AA

Ancora Advisors Portfolio holdings

AUM $5.19B
1-Year Est. Return 23.19%
This Fund
S&P 500
This Quarter Est. Return
+8.88%
1 Year Est. Return
+23.19%
3 Year Est. Return
+74.21%
5 Year Est. Return
+90.38%
10 Year Est. Return
+426.77%
AUM
$4.82B
AUM Growth
+$340M
Cap. Flow
+$8.94M
Cap. Flow %
0.19%
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 Miscellaneous 23.98%
2 Industrials 20.33%
3 Technology 13.14%
4 Consumer Discretionary 12.62%
5 Financials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRWD icon
626
CrowdStrike
CRWD
$251B
$294K 0.01%
2,308
-2,260
-49% -$245K
LLYVK icon
627
Liberty Live Group Series C
LLYVK
$8.99B
$293K 0.01%
3,613
– –
AVDV icon
628
Avantis International Small Cap Value ETF
AVDV
$20.5B
$292K 0.01%
3,685
– –
BA icon
629
Boeing
BA
$156B
$290K 0.01%
1,382
+36
+3% +$6.8K
IBB icon
630
iShares Biotechnology ETF
IBB
$10.5B
$284K 0.01%
2,246
-385
-15% -$47.3K
WHR icon
631
Whirlpool
WHR
$2.15B
$284K 0.01%
2,800
– –
PGF icon
632
Invesco Financial Preferred ETF
PGF
$645M
$282K 0.01%
20,000
+10,000
+100% +$140K
OTIS icon
633
Otis Worldwide
OTIS
$26.2B
$278K 0.01%
2,806
+37
+1% +$3.57K
BTC
634
Grayscale Bitcoin Mini Trust ETF
BTC
$4.05B
$277K 0.01%
5,796
+4,970
+602% +$217K
EQIX icon
635
Equinix
EQIX
$101B
$274K 0.01%
344
-18
-5% -$15.3K
LBRDK
636
DELISTED
Liberty Broadband Class C
LBRDK
$273K 0.01%
2,776
– –
RDVT icon
637
Red Violet
RDVT
$1.24B
$271K 0.01%
5,514
-32,577
-86% -$1.42M
PHO icon
638
Invesco Water Resources ETF
PHO
$1.93B
$267K 0.01%
3,825
-6,251
-62% -$415K
HAP icon
639
VanEck Natural Resources ETF
HAP
$339M
$267K 0.01%
5,141
– –
HQI icon
640
HireQuest
HQI
$235M
$266K 0.01%
26,619
– –
NOBL icon
641
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.4B
$264K 0.01%
5,250
– –
IBIT icon
642
iShares Bitcoin Trust
IBIT
$60.1B
$262K 0.01%
4,282
-723
-14% -$40.5K
LMBS icon
643
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.45B
$260K 0.01%
5,285
– –
DLN icon
644
WisdomTree US LargeCap Dividend Fund
DLN
$6.24B
$259K 0.01%
3,159
– –
TMUS icon
645
T-Mobile US
TMUS
$178B
$256K 0.01%
1,074
+794
+284% +$194K
DBC icon
646
Invesco DB Commodity Index Tracking Fund
DBC
$1.96B
$255K 0.01%
11,711
-216
-2% -$4.63K
ACGL icon
647
Arch Capital
ACGL
$33B
$255K 0.01%
2,805
-555
-17% -$51.2K
MPAA icon
648
Motorcar Parts of America
MPAA
$201M
$254K 0.01%
22,705
-39,590
-64% -$397K
XAR icon
649
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.41B
$253K 0.01%
1,201
+64
+6% +$11.6K
LULU icon
650
lululemon athletica
LULU
$11.1B
$253K 0.01%
1,066
+42
+4% +$11.6K
24 25
26
27 28

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LNWTC
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DFO
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KIM
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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 Miscellaneous at 24% of assets, down from 24% a quarter earlier, followed by Industrials and Technology.

  • 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.