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
+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
AKAM icon
701
Akamai
AKAM
$17.1B
$197K ﹤0.01%
2,475
+73
+3% +$5.67K
FLTB icon
702
Fidelity Limited Term Bond ETF
FLTB
$414M
$197K ﹤0.01%
3,900
– –
IIF
703
Morgan Stanley India Investment Fund
IIF
$219M
$196K ﹤0.01%
6,937
– –
VCIT icon
704
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66B
$196K ﹤0.01%
2,361
+1,684
+249% +$137K
SYY icon
705
Sysco
SYY
$40.7B
$194K ﹤0.01%
2,557
-506
-17% -$36.7K
ZS icon
706
Zscaler
ZS
$25B
$188K ﹤0.01%
600
+150
+33% +$37.4K
ECL icon
707
Ecolab
ECL
$78.6B
$188K ﹤0.01%
698
+15
+2% +$3.81K
ZOM
708
DELISTED
Zomedica Corp.
ZOM
$188K ﹤0.01%
4,643,335
-76,786
-2% -$3.11K
MVF
709
DELISTED
BlackRock MuniVest Fund
MVF
$187K ﹤0.01%
28,487
-250
-0.9% -$1.69K
TY icon
710
TRI-Continental Corp
TY
$1.87B
$187K ﹤0.01%
5,900
– –
MBCN
711
DELISTED
Middlefield Banc Corp
MBCN
$185K ﹤0.01%
6,157
– –
IBN icon
712
ICICI Bank
IBN
$109B
$185K ﹤0.01%
5,500
– –
VRP icon
713
Invesco Variable Rate Preferred ETF
VRP
$3B
$184K ﹤0.01%
7,541
+2,226
+42% +$53.6K
HGV icon
714
Hilton Grand Vacations
HGV
$3.52B
$183K ﹤0.01%
4,400
– –
NDAQ icon
715
Nasdaq
NDAQ
$52.6B
$182K ﹤0.01%
2,036
+120
+6% +$9.58K
EFAV icon
716
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.42B
$181K ﹤0.01%
2,158
+1,418
+192% +$116K
EDD
717
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
$377M
$181K ﹤0.01%
35,254
-13,617
-28% -$66.3K
BBUS icon
718
JPMorgan BetaBuilders US Equity ETF
BBUS
$9.01B
$180K ﹤0.01%
1,609
– –
INTC icon
719
Intel
INTC
$459B
$178K ﹤0.01%
7,946
+82
+1% +$1.7K
FCN icon
720
FTI Consulting
FCN
$4.37B
$177K ﹤0.01%
1,098
– –
DVY icon
721
iShares Select Dividend ETF
DVY
$23.6B
$177K ﹤0.01%
1,332
– –
OXY icon
722
Occidental Petroleum
OXY
$55.2B
$175K ﹤0.01%
4,156
+2,713
+188% +$113K
NUW icon
723
Nuveen AMT-Free Municipal Value Fund
NUW
$250M
$174K ﹤0.01%
12,693
+1,700
+15% +$23.1K
CCO icon
724
Clear Channel Outdoor Holdings
CCO
$1.23B
$174K ﹤0.01%
148,365
– –
KMB icon
725
Kimberly-Clark
KMB
$35.7B
$173K ﹤0.01%
1,343
– –
27 28
29
30 31

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 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.