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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
WHG icon
751
Westwood Holdings Group
WHG
$181M
$156K ﹤0.01%
10,009
-2,803
-22% -$43.7K
AIQ icon
752
Global X Artificial Intelligence & Technology ETF
AIQ
$10.5B
$156K ﹤0.01%
3,560
-25
-0.7% -$971
NVR icon
753
NVR
NVR
$16.6B
$155K ﹤0.01%
21
+19
+950% +$136K
PZA icon
754
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.23B
$155K ﹤0.01%
6,913
-236
-3% -$5.31K
HPE icon
755
Hewlett Packard
HPE
$66.5B
$155K ﹤0.01%
7,562
+6,490
+605% +$109K
MPLX icon
756
MPLX
MPLX
$59.8B
$153K ﹤0.01%
2,977
– –
ATO icon
757
Atmos Energy
ATO
$28.9B
$152K ﹤0.01%
988
– –
FREL icon
758
Fidelity MSCI Real Estate Index ETF
FREL
$1.5B
$151K ﹤0.01%
5,597
– –
XLP icon
759
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.8B
$151K ﹤0.01%
1,861
– –
EEMV icon
760
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.47B
$148K ﹤0.01%
2,363
– –
WBA
761
CALL
DELISTED
Walgreens Boots Alliance
WBA
$148K ﹤0.01%
800
-1
-0.1% -$11
APP icon
762
Applovin
APP
$136B
$147K ﹤0.01%
+420
New +$136K
IYJ icon
763
iShares US Industrials ETF
IYJ
$2B
$147K ﹤0.01%
1,031
– –
TLT icon
764
iShares 20+ Year Treasury Bond ETF
TLT
$41.4B
$146K ﹤0.01%
1,654
-352
-18% -$30.7K
CDZI icon
765
Cadiz
CDZI
$260M
$146K ﹤0.01%
48,800
– –
TKR icon
766
Timken Company
TKR
$9.85B
$145K ﹤0.01%
2,000
– –
PPA icon
767
Invesco Aerospace & Defense ETF
PPA
$8.48B
$145K ﹤0.01%
1,024
+89
+10% +$11.3K
SCHA icon
768
Schwab U.S Small- Cap ETF
SCHA
$22.7B
$145K ﹤0.01%
5,730
-1,490
-21% -$35.2K
SCHP icon
769
Schwab US TIPS ETF
SCHP
$16.2B
$144K ﹤0.01%
5,400
+944
+21% +$25K
PENN icon
770
PENN Entertainment
PENN
$2.67B
$144K ﹤0.01%
8,055
+1,200
+18% +$18.8K
CI icon
771
Cigna
CI
$74.5B
$141K ﹤0.01%
427
-49
-10% -$15.8K
COMT icon
772
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.18B
$141K ﹤0.01%
5,437
-1,313
-19% -$33.2K
AL
773
DELISTED
Air Lease Corp
AL
$140K ﹤0.01%
+2,400
New +$125K
AWI icon
774
Armstrong World Industries
AWI
$7.58B
$140K ﹤0.01%
859
– –
CII icon
775
BlackRock Enhanced Captial and Income Fund
CII
$1B
$139K ﹤0.01%
6,500
– –
29 30
31
32 33

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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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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.