We are live on ! Find out more
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
NXP icon
651
Nuveen Select Tax-Free Income Portfolio
NXP
$897M
$252K 0.01%
17,428
-249
-1% -$3.5K
NVS icon
652
Novartis
NVS
$292B
$251K 0.01%
1,956
-697
-26% -$85K
IIGD icon
653
Invesco Investment Grade Defensive ETF
IIGD
$26.8M
$248K 0.01%
10,000
– –
DIVO icon
654
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.77B
$247K ﹤0.01%
5,549
+40
+0.7% +$1.73K
LDOS icon
655
Leidos
LDOS
$16.3B
$245K ﹤0.01%
1,297
– –
EOT
656
Eaton Vance National Municipal Opportunities Trust
EOT
$273M
$241K ﹤0.01%
14,500
– –
ZBRA icon
657
Zebra Technologies
ZBRA
$17.3B
$240K ﹤0.01%
807
-207
-20% -$66.1K
OTIS icon
658
Otis Worldwide
OTIS
$28B
$238K ﹤0.01%
2,603
-203
-7% -$18.4K
SPMO icon
659
Invesco S&P 500 Momentum ETF
SPMO
$22.2B
$237K ﹤0.01%
1,958
+896
+84% +$104K
OKE icon
660
Oneok
OKE
$54.9B
$237K ﹤0.01%
3,247
-949
-23% -$72.7K
GRAL
661
GRAIL Inc
GRAL
$3.1B
$237K ﹤0.01%
4,000
+3,800
+1,900% +$145K
FCX icon
662
Freeport-McMoran
FCX
$96.9B
$235K ﹤0.01%
5,996
+2,296
+62% +$99.6K
XLV icon
663
State Street Health Care Select Sector SPDR ETF
XLV
$41.6B
$233K ﹤0.01%
1,674
-16
-0.9% -$2.17K
CB icon
664
Chubb
CB
$134B
$232K ﹤0.01%
823
-6
-0.7% -$1.65K
PRFZ icon
665
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.87B
$232K ﹤0.01%
5,100
– –
CDZI icon
666
Cadiz
CDZI
$262M
$230K ﹤0.01%
48,800
– –
APP icon
667
Applovin
APP
$139B
$230K ﹤0.01%
320
-100
-24% -$46.1K
XLI icon
668
State Street Industrial Select Sector SPDR ETF
XLI
$33.9B
$229K ﹤0.01%
1,486
– –
HLT icon
669
Hilton Worldwide
HLT
$70.3B
$228K ﹤0.01%
880
– –
CZR icon
670
Caesars Entertainment
CZR
$6.11B
$227K ﹤0.01%
8,417
+700
+9% +$19K
SYLD icon
671
Cambria Shareholder Yield ETF
SYLD
$1.01B
$227K ﹤0.01%
3,303
+1
+0% +$68
QQQJ icon
672
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.16B
$225K ﹤0.01%
6,300
-144
-2% -$4.91K
UNP icon
673
PUT
Union Pacific
UNP
$175B
$225K ﹤0.01%
+500
New +$113K
XLC icon
674
PUT
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$225K ﹤0.01%
4,200
+1,000
+31% +$111K
NRIM icon
675
Northrim BanCorp
NRIM
$605M
$223K ﹤0.01%
10,316
– –
25 26
27
28 29

Similar funds

DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
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
EFG International Zurich $4.67B AUM
VDI
Vaughan David Investments Peoria, Illinois $4.73B AUM 19.55% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

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.