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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
CDW icon
776
CDW
CDW
$18.9B
$138K ﹤0.01%
771
-222
-22% -$37.7K
VNM icon
777
VanEck Vietnam ETF
VNM
$506M
$138K ﹤0.01%
+10,000
New +$127K
NVG icon
778
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.66B
$137K ﹤0.01%
11,452
-391
-3% -$4.63K
IGM icon
779
iShares Expanded Tech Sector ETF
IGM
$10.3B
$136K ﹤0.01%
1,212
– –
FRDM icon
780
Freedom 100 Emerging Markets ETF
FRDM
$3.29B
$136K ﹤0.01%
3,371
+747
+28% +$27.8K
P
781
Everpure Inc
P
$26.6B
$135K ﹤0.01%
2,338
+2,238
+2,238% +$111K
SOLV icon
782
Solventum
SOLV
$15.3B
$134K ﹤0.01%
1,770
-2,754
-61% -$195K
DSI icon
783
iShares MSCI KLD 400 Social ETF
DSI
$5.43B
$134K ﹤0.01%
1,150
– –
WEAT icon
784
Teucrium Wheat Fund
WEAT
$300M
$133K ﹤0.01%
6,000
– –
GROY icon
785
Gold Royalty Corp
GROY
$600M
$133K ﹤0.01%
+60,000
New +$105K
JCI icon
786
Johnson Controls International
JCI
$88.7B
$132K ﹤0.01%
1,254
+104
+9% +$9.57K
USA icon
787
Liberty All-Star Equity Fund
USA
$1.82B
$132K ﹤0.01%
19,437
– –
KKR icon
788
KKR & Co
KKR
$95.7B
$131K ﹤0.01%
986
+480
+95% +$56.2K
RWO icon
789
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.31B
$131K ﹤0.01%
2,965
-275
-8% -$12K
PYPL icon
790
PayPal
PYPL
$49.5B
$130K ﹤0.01%
1,752
+45
+3% +$3.08K
SNV
791
DELISTED
Synovus
SNV
$129K ﹤0.01%
2,498
– –
AIG icon
792
American International
AIG
$41.8B
$129K ﹤0.01%
1,505
+654
+77% +$54.5K
SMC
793
Summit Midstream
SMC
$431M
$128K ﹤0.01%
5,207
– –
VRA icon
794
Vera Bradley
VRA
$99.2M
$127K ﹤0.01%
+57,253
New +$118K
BUFC icon
795
AB Conservative Buffer ETF
BUFC
$1.05B
$126K ﹤0.01%
3,190
– –
NBIX icon
796
Neurocrine Biosciences
NBIX
$16.7B
$126K ﹤0.01%
1,000
– –
LIT icon
797
Global X Lithium & Battery Tech ETF
LIT
$1.5B
$126K ﹤0.01%
3,270
+3,015
+1,182% +$111K
NNI icon
798
Nelnet
NNI
$4.97B
$125K ﹤0.01%
1,034
– –
MXE
799
Mexico Equity and Income Fund
MXE
$59.3M
$125K ﹤0.01%
11,920
– –
RGLD icon
800
Royal Gold
RGLD
$17.1B
$124K ﹤0.01%
700
– –
30 31
32
33 34

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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 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.