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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
+8.88%
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
$4.82B
AUM Growth
+$340M
Cap. Flow
+$6.94M
Cap. Flow %
0.14%
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 Industrials 20.33%
2 Technology 13.14%
3 Consumer Discretionary 12.62%
4 Financials 8.66%
5 Healthcare 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DLHC icon
651
DLH Holdings
DLHC
$71.9M
$250K 0.01%
42,738
– –
NXP icon
652
Nuveen Select Tax-Free Income Portfolio
NXP
$894M
$248K 0.01%
17,677
-379
-2% -$5.3K
C icon
653
Citigroup
C
$220B
$247K 0.01%
2,906
+614
+27% +$44.4K
IIGD icon
654
Invesco Investment Grade Defensive ETF
IIGD
$26.7M
$247K 0.01%
10,000
– –
XLC icon
655
PUT
State Street Communication Services Select Sector SPDR ETF
XLC
$22.4B
$247K 0.01%
3,200
-800
-20% -$78.8K
EG icon
656
Everest Group
EG
$14.4B
$246K 0.01%
725
– –
KR icon
657
Kroger
KR
$35.6B
$245K 0.01%
3,411
+92
+3% +$6.35K
AFRM icon
658
Affirm
AFRM
$25.4B
$242K 0.01%
3,501
– –
VLO icon
659
Valero Energy
VLO
$89.2B
$242K 0.01%
1,797
-55
-3% -$6.85K
NRIM icon
660
Northrim BanCorp
NRIM
$605M
$241K 0.01%
10,316
– –
LQD icon
661
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
$240K 0.01%
2,191
+412
+23% +$44.2K
CB icon
662
Chubb
CB
$134B
$240K 0.01%
829
+35
+4% +$10.1K
FLOT icon
663
iShares Floating Rate Bond ETF
FLOT
$10.3B
$239K ﹤0.01%
4,676
+15
+0.3% +$762
VONE icon
664
Vanguard Russell 1000 ETF
VONE
$8.38B
$237K ﹤0.01%
845
– –
EOT
665
Eaton Vance National Municipal Opportunities Trust
EOT
$270M
$235K ﹤0.01%
14,500
– –
AFL icon
666
Aflac
AFL
$64.6B
$235K ﹤0.01%
2,229
+197
+10% +$20.7K
DIVO icon
667
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.64B
$234K ﹤0.01%
5,509
+40
+0.7% +$1.63K
HLT icon
668
Hilton Worldwide
HLT
$70.4B
$234K ﹤0.01%
880
+3
+0.3% +$714
MRSH
669
Marsh
MRSH
$91.5B
$232K ﹤0.01%
1,063
+660
+164% +$149K
ITRN icon
670
Ituran Location and Control
ITRN
$1.09B
$232K ﹤0.01%
+5,995
New +$215K
IBDQ
671
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$231K ﹤0.01%
9,193
+2
+0% +$50
XLV icon
672
State Street Health Care Select Sector SPDR ETF
XLV
$41.7B
$228K ﹤0.01%
1,690
– –
NXST icon
673
Nexstar Media Group
NXST
$5.83B
$220K ﹤0.01%
1,273
-52
-4% -$8.52K
NVO
674
Novo Nordisk
NVO
$206B
$220K ﹤0.01%
3,187
-50
-2% -$3.4K
XLI icon
675
State Street Industrial Select Sector SPDR ETF
XLI
$33B
$219K ﹤0.01%
1,486
-103
-6% -$14.1K
25 26
27
28 29

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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
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
EI
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VDI
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MA
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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 Industrials at 20% of assets, up from 17% a quarter earlier, followed by Technology and Consumer Discretionary.

  • 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.