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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
IBDR icon
626
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.39B
$291K 0.01%
11,976
-2,501
-17% -$60.6K
DLN icon
627
WisdomTree US LargeCap Dividend Fund
DLN
$6.38B
$290K 0.01%
3,336
+177
+6% +$15K
DGICA icon
628
Donegal Group Class A
DGICA
$716M
$289K 0.01%
14,900
-1,081
-7% -$19.8K
XAR icon
629
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.38B
$288K 0.01%
1,226
+25
+2% +$5.46K
IBB icon
630
iShares Biotechnology ETF
IBB
$9.37B
$287K 0.01%
1,987
-259
-12% -$35.4K
SPE
631
Special Opportunities Fund
SPE
$143M
$286K 0.01%
19,334
-3,235
-14% -$48K
DFAX icon
632
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.2B
$286K 0.01%
9,116
-1,917
-17% -$58.2K
SCHM icon
633
Schwab US Mid-Cap ETF
SCHM
$15.1B
$285K 0.01%
9,606
-1,737
-15% -$50.6K
FLOT icon
634
iShares Floating Rate Bond ETF
FLOT
$10.3B
$283K 0.01%
5,540
+864
+18% +$44K
AB icon
635
AllianceBernstein
AB
$3.47B
$281K 0.01%
7,350
-4,200
-36% -$168K
NOBL icon
636
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$271K 0.01%
5,250
– –
EQIX icon
637
Equinix
EQIX
$104B
$269K 0.01%
344
– –
BF.B icon
638
Brown-Forman Class B
BF.B
$13B
$266K 0.01%
9,813
-6,325
-39% -$183K
CRWD icon
639
CrowdStrike
CRWD
$214B
$263K 0.01%
2,148
-160
-7% -$18.2K
LMBS icon
640
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.37B
$263K 0.01%
5,285
– –
ALYA
641
DELISTED
Alithya Group Inc Class A Subordinate Voting Shares
ALYA
$262K 0.01%
209,503
– –
VCIT icon
642
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.3B
$262K 0.01%
3,111
+750
+32% +$62.4K
DBC icon
643
Invesco DB Commodity Index Tracking Fund
DBC
$1.63B
$262K 0.01%
11,611
-100
-0.9% -$2.23K
CRSP icon
644
CRISPR Therapeutics
CRSP
$5.18B
$260K 0.01%
4,016
-150
-4% -$8.61K
IONQ icon
645
IonQ
IONQ
$15.6B
$260K 0.01%
+4,230
New +$199K
AFRM icon
646
Affirm
AFRM
$26.4B
$256K 0.01%
3,501
– –
MSBI icon
647
Midland States Bancorp
MSBI
$722M
$256K 0.01%
14,916
-4,119
-22% -$74K
VONE icon
648
Vanguard Russell 1000 ETF
VONE
$8.56B
$255K 0.01%
845
– –
VLO icon
649
Valero Energy
VLO
$88.6B
$255K 0.01%
1,497
-300
-17% -$44.7K
HQI icon
650
HireQuest
HQI
$192M
$254K 0.01%
26,369
-250
-0.9% -$2.47K
24 25
26
27 28

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DCP
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GCM
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CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
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.