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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
RWO icon
776
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.3B
$136K ﹤0.01%
2,965
– –
SNV
777
DELISTED
Synovus
SNV
$135K ﹤0.01%
2,748
+250
+10% +$12.8K
BP icon
778
BP
BP
$109B
$134K ﹤0.01%
3,879
+31
+0.8% +$1.04K
RY icon
779
Royal Bank of Canada
RY
$290B
$133K ﹤0.01%
906
– –
DFUS
780
Dimensional US Equity ETF
DFUS
$21.6B
$133K ﹤0.01%
1,832
+176
+11% +$12.3K
DLR icon
781
Digital Realty Trust
DLR
$71.7B
$132K ﹤0.01%
763
+191
+33% +$32.7K
NNI icon
782
Nelnet
NNI
$4.89B
$130K ﹤0.01%
1,034
– –
BUFC icon
783
AB Conservative Buffer ETF
BUFC
$1.06B
$130K ﹤0.01%
3,190
– –
GOLF icon
784
Acushnet Holdings
GOLF
$5.98B
$129K ﹤0.01%
1,645
+52
+3% +$4.04K
KKR icon
785
KKR & Co
KKR
$97.2B
$128K ﹤0.01%
986
– –
IJS icon
786
iShares S&P Small-Cap 600 Value ETF
IJS
$8.41B
$126K ﹤0.01%
+1,140
New +$121K
SDOG icon
787
ALPS Sector Dividend Dogs ETF
SDOG
$1.43B
$126K ﹤0.01%
2,093
-3,976
-66% -$235K
IMKTA icon
788
Ingles Markets
IMKTA
$1.74B
$125K ﹤0.01%
+1,800
New +$120K
XLY icon
789
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.9B
$125K ﹤0.01%
1,044
+370
+55% +$42.3K
PSA icon
790
Public Storage
PSA
$61B
$125K ﹤0.01%
433
+9
+2% +$2.58K
PDX
791
PIMCO Dynamic Income Strategy Fund
PDX
$966M
$125K ﹤0.01%
5,000
– –
RPM icon
792
RPM International
RPM
$14.7B
$124K ﹤0.01%
1,048
– –
WEAT icon
793
Teucrium Wheat Fund
WEAT
$295M
$123K ﹤0.01%
6,000
– –
CDW icon
794
CDW
CDW
$19.7B
$123K ﹤0.01%
771
– –
SCCO icon
795
Southern Copper
SCCO
$163B
$123K ﹤0.01%
+1,038
New +$102K
CI icon
796
Cigna
CI
$72.4B
$122K ﹤0.01%
425
-2
-0.5% -$592
RVSB icon
797
Riverview Bancorp
RVSB
$110M
$120K ﹤0.01%
22,338
– –
TFLO icon
798
iShares Treasury Floating Rate Bond ETF
TFLO
$6.64B
$120K ﹤0.01%
2,368
-1,000
-30% -$50.5K
NTAP icon
799
NetApp
NTAP
$37.4B
$119K ﹤0.01%
1,004
+950
+1,759% +$106K
USA icon
800
Liberty All-Star Equity Fund
USA
$1.83B
$117K ﹤0.01%
18,437
-1,000
-5% -$6.6K
30 31
32
33 34

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GCM
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CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
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.