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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
ATO icon
726
Atmos Energy
ATO
$28.8B
$169K ﹤0.01%
988
– –
AWI icon
727
Armstrong World Industries
AWI
$7.74B
$168K ﹤0.01%
859
– –
LQD icon
728
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33B
$168K ﹤0.01%
1,503
-688
-31% -$75.6K
SPYV icon
729
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.8B
$167K ﹤0.01%
3,019
– –
IBN icon
730
ICICI Bank
IBN
$109B
$166K ﹤0.01%
5,500
– –
XLRE icon
731
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.63B
$166K ﹤0.01%
3,930
– –
IBDQ
732
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$164K ﹤0.01%
6,500
-2,693
-29% -$67.7K
MPLX icon
733
MPLX
MPLX
$61.4B
$164K ﹤0.01%
3,277
+300
+10% +$15.2K
KHYB icon
734
KraneShares Asia Pacific High Income Bond ETF
KHYB
$15.7M
$163K ﹤0.01%
6,671
– –
ES icon
735
Eversource Energy
ES
$27.3B
$163K ﹤0.01%
2,294
+1,775
+342% +$116K
NVO
736
Novo Nordisk
NVO
$196B
$163K ﹤0.01%
2,937
-250
-8% -$14.6K
NEA icon
737
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.39B
$161K ﹤0.01%
14,141
-324
-2% -$3.56K
ZEUS
738
DELISTED
Olympic Steel
ZEUS
$157K ﹤0.01%
5,156
-92
-2% -$3.02K
VGK icon
739
Vanguard FTSE Europe ETF
VGK
$31.1B
$156K ﹤0.01%
1,960
-174
-8% -$13.6K
PZA icon
740
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.25B
$156K ﹤0.01%
6,758
-155
-2% -$3.47K
FREL icon
741
Fidelity MSCI Real Estate Index ETF
FREL
$1.5B
$156K ﹤0.01%
5,597
– –
PRMB
742
Primo Brands
PRMB
$8.45B
$155K ﹤0.01%
7,020
-180,923
-96% -$4.68M
GEHC icon
743
GE HealthCare
GEHC
$31.7B
$154K ﹤0.01%
2,046
+1,174
+135% +$87.6K
AL
744
DELISTED
Air Lease Corp
AL
$153K ﹤0.01%
2,400
– –
GROY icon
745
Gold Royalty Corp
GROY
$621M
$151K ﹤0.01%
39,000
-21,000
-35% -$64.9K
TKR icon
746
Timken Company
TKR
$9.18B
$150K ﹤0.01%
2,000
– –
IYJ icon
747
iShares US Industrials ETF
IYJ
$2.04B
$150K ﹤0.01%
1,031
– –
FRDM icon
748
Freedom 100 Emerging Markets ETF
FRDM
$3.39B
$149K ﹤0.01%
3,371
– –
EEMV icon
749
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.55B
$149K ﹤0.01%
2,333
-30
-1% -$1.9K
HPE icon
750
Hewlett Packard
HPE
$69.4B
$149K ﹤0.01%
6,062
-1,500
-20% -$33.2K
28 29
30
31 32

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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.