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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
O icon
701
Realty Income
O
$58.7B
$185K ﹤0.01%
3,043
-576
-16% -$33.6K
MBCN
702
DELISTED
Middlefield Banc Corp
MBCN
$185K ﹤0.01%
6,157
– –
DTE icon
703
DTE Energy
DTE
$29.5B
$184K ﹤0.01%
1,303
– –
HGV icon
704
Hilton Grand Vacations
HGV
$3.59B
$184K ﹤0.01%
4,400
– –
FENI icon
705
Fidelity Enhanced International ETF
FENI
$11.1B
$183K ﹤0.01%
+5,200
New +$177K
IIF
706
Morgan Stanley India Investment Fund
IIF
$220M
$183K ﹤0.01%
6,937
– –
MVF
707
DELISTED
BlackRock MuniVest Fund
MVF
$181K ﹤0.01%
26,395
-2,092
-7% -$14K
NDAQ icon
708
Nasdaq
NDAQ
$52.3B
$180K ﹤0.01%
2,036
– –
ZS icon
709
Zscaler
ZS
$26.4B
$180K ﹤0.01%
600
– –
LIT icon
710
Global X Lithium & Battery Tech ETF
LIT
$1.55B
$179K ﹤0.01%
3,155
-115
-4% -$5.29K
PK icon
711
Park Hotels & Resorts
PK
$3.02B
$179K ﹤0.01%
16,151
-3,949
-20% -$44.4K
ANET icon
712
Arista Networks
ANET
$240B
$179K ﹤0.01%
1,228
+500
+69% +$64.4K
TXT icon
713
Textron
TXT
$15.3B
$178K ﹤0.01%
2,104
+800
+61% +$65.1K
MELI icon
714
Mercado Libre
MELI
$95.7B
$178K ﹤0.01%
76
– –
FCN icon
715
FTI Consulting
FCN
$4.34B
$177K ﹤0.01%
1,098
– –
LBRDK icon
716
Liberty Broadband Class C
LBRDK
$5.17B
$176K ﹤0.01%
2,776
– –
SHW icon
717
PUT
Sherwin-Williams
SHW
$87.8B
$176K ﹤0.01%
+144
New +$50.8K
SCHP icon
718
Schwab US TIPS ETF
SCHP
$16.3B
$172K ﹤0.01%
6,400
+1,000
+19% +$26.8K
HIG icon
719
Hartford Financial Services
HIG
$38.9B
$172K ﹤0.01%
1,293
– –
FFDF
720
DELISTED
FFD FINL CORP
FFDF
$172K ﹤0.01%
4,811
– –
GDV icon
721
Gabelli Dividend & Income Trust
GDV
$2.64B
$172K ﹤0.01%
6,328
– –
SPAB icon
722
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.77B
$171K ﹤0.01%
6,613
+66
+1% +$1.69K
CFG icon
723
Citizens Financial Group
CFG
$31.1B
$171K ﹤0.01%
3,209
-460
-13% -$22.9K
EZM icon
724
WisdomTree US MidCap Fund
EZM
$965M
$169K ﹤0.01%
2,560
– –
NVR icon
725
NVR
NVR
$16.8B
$169K ﹤0.01%
21
– –
27 28
29
30 31

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DCP
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GCM
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CCWM
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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.