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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
VBK icon
801
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.1B
$117K ﹤0.01%
392
– –
TDY icon
802
Teledyne Technologies
TDY
$31.7B
$117K ﹤0.01%
199
– –
MSTR icon
803
Strategy Inc
MSTR
$35.7B
$116K ﹤0.01%
360
+100
+38% +$37.1K
KHC icon
804
Kraft Heinz
KHC
$31.6B
$116K ﹤0.01%
4,456
-294
-6% -$7.99K
COMT icon
805
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.17B
$116K ﹤0.01%
4,313
-1,124
-21% -$29.7K
CII icon
806
BlackRock Enhanced Captial and Income Fund
CII
$1.01B
$115K ﹤0.01%
5,000
-1,500
-23% -$33K
KNF icon
807
Knife River
KNF
$3.94B
$114K ﹤0.01%
1,484
– –
PYPL icon
808
PayPal
PYPL
$50.1B
$114K ﹤0.01%
1,699
-53
-3% -$3.74K
EG icon
809
Everest Group
EG
$14.2B
$114K ﹤0.01%
325
-400
-55% -$135K
AKAM icon
810
Akamai
AKAM
$17.9B
$114K ﹤0.01%
1,500
-975
-39% -$75.2K
JFLX
811
JPMorgan Flexible Debt ETF
JFLX
$1.43B
$114K ﹤0.01%
+2,261
New +$114K
GSK icon
812
GSK
GSK
$103B
$113K ﹤0.01%
2,623
-600
-19% -$23.4K
FTNT icon
813
Fortinet
FTNT
$123B
$113K ﹤0.01%
1,345
+500
+59% +$44.6K
AXTI icon
814
AXT Inc
AXTI
$4.27B
$112K ﹤0.01%
+25,000
New +$71.5K
MET icon
815
MetLife
MET
$61.9B
$111K ﹤0.01%
1,353
– –
CCK icon
816
Crown Holdings
CCK
$13.2B
$111K ﹤0.01%
1,150
– –
FPWR
817
First Trust EIP Power Solutions ETF
FPWR
$29.7M
$110K ﹤0.01%
3,299
– –
CHDN icon
818
Churchill Downs
CHDN
$5.95B
$109K ﹤0.01%
1,128
– –
URI icon
819
United Rentals
URI
$71.6B
$109K ﹤0.01%
114
– –
VLTO icon
820
Veralto
VLTO
$23.5B
$108K ﹤0.01%
1,010
+20
+2% +$2.11K
ZM icon
821
Zoom
ZM
$29.9B
$107K ﹤0.01%
1,296
-102
-7% -$7.96K
SCHH icon
822
Schwab US REIT ETF
SCHH
$11.4B
$107K ﹤0.01%
4,953
+2,010
+68% +$42.9K
VV icon
823
Vanguard Morningstar Large-Cap ETF
VV
$54.2B
$107K ﹤0.01%
347
– –
DBB icon
824
Invesco DB Base Metals Fund
DBB
$314M
$107K ﹤0.01%
5,200
+2,600
+100% +$51.2K
CMI icon
825
Cummins
CMI
$87.8B
$106K ﹤0.01%
252
-50
-17% -$19.2K
31 32
33
34 35

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DCP
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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
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.