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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
FUN icon
751
Cedar Fair
FUN
$1.85B
$148K ﹤0.01%
6,521
+2,851
+78% +$75.7K
WSC icon
752
WillScot Mobile Mini Holdings
WSC
$4.83B
$148K ﹤0.01%
7,002
-300
-4% -$7.73K
SCHA icon
753
Schwab U.S Small- Cap ETF
SCHA
$23.2B
$148K ﹤0.01%
5,289
-441
-8% -$11.8K
PPLI
754
People Inc
PPLI
$3.45B
$147K ﹤0.01%
4,325
-327,103
-99% -$12.2M
BNY
755
Bank of New York Mellon
BNY
$106B
$147K ﹤0.01%
1,350
– –
CRGO icon
756
Freightos
CRGO
$68.7M
$147K ﹤0.01%
+44,399
New +$133K
LOVE
757
LoveSac
LOVE
$266M
$146K ﹤0.01%
+8,634
New +$161K
GBDC icon
758
Golub Capital BDC
GBDC
$3.41B
$146K ﹤0.01%
10,658
-3,507
-25% -$51.6K
XLP icon
759
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$146K ﹤0.01%
1,861
– –
DSI icon
760
iShares MSCI KLD 400 Social ETF
DSI
$5.54B
$145K ﹤0.01%
1,150
– –
WMB icon
761
Williams Companies
WMB
$87.5B
$144K ﹤0.01%
2,277
+334
+17% +$19.6K
DVY icon
762
iShares Select Dividend ETF
DVY
$23.8B
$143K ﹤0.01%
1,009
-323
-24% -$44.7K
MSGS icon
763
Madison Square Garden
MSGS
$9.51B
$141K ﹤0.01%
620
+410
+195% +$84K
RGLD icon
764
Royal Gold
RGLD
$17.5B
$140K ﹤0.01%
700
– –
FMNB icon
765
Farmers National Banc Corp
FMNB
$947M
$140K ﹤0.01%
9,711
-2,625
-21% -$37.6K
IONS icon
766
Ionis Pharmaceuticals
IONS
$9.15B
$140K ﹤0.01%
2,137
+137
+7% +$6.69K
HTZ icon
767
Hertz
HTZ
$477M
$138K ﹤0.01%
+20,350
New +$131K
RYAM icon
768
Rayonier Advanced Materials
RYAM
$591M
$138K ﹤0.01%
+19,112
New +$98.5K
JCI icon
769
Johnson Controls International
JCI
$93.1B
$138K ﹤0.01%
1,254
– –
NVG icon
770
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.67B
$138K ﹤0.01%
11,195
-257
-2% -$3.06K
IWO icon
771
iShares Russell 2000 Growth ETF
IWO
$15B
$136K ﹤0.01%
426
– –
SOXX icon
772
iShares Semiconductor ETF
SOXX
$48.6B
$136K ﹤0.01%
501
– –
VSTS icon
773
Vestis
VSTS
$1.87B
$136K ﹤0.01%
30,000
– –
WPM icon
774
Wheaton Precious Metals
WPM
$52.4B
$136K ﹤0.01%
1,215
+1,115
+1,115% +$109K
VRP icon
775
Invesco Variable Rate Preferred ETF
VRP
$3.01B
$136K ﹤0.01%
5,500
-2,041
-27% -$50.2K
29 30
31
32 33

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DCP
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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
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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.