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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
DFUS
826
Dimensional US Equity ETF
DFUS
$21.2B
$111K ﹤0.01%
1,656
+871
+111% +$53.9K
WBA
827
DELISTED
Walgreens Boots Alliance
WBA
$109K ﹤0.01%
9,500
– –
POST icon
828
Post Holdings
POST
$4.09B
$109K ﹤0.01%
+1,000
New +$112K
ZM icon
829
Zoom
ZM
$28.8B
$109K ﹤0.01%
1,398
+9
+0.6% +$696
MET icon
830
MetLife
MET
$62B
$109K ﹤0.01%
1,353
-671
-33% -$51.8K
VBK icon
831
Vanguard Morningstar Small-Cap Growth ETF
VBK
$23.5B
$109K ﹤0.01%
392
– –
SUSB icon
832
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.3B
$108K ﹤0.01%
4,283
– –
JPUS
833
JPMorgan Diversified Return US Equity ETF
JPUS
$460M
$108K ﹤0.01%
911
-100
-10% -$11.4K
ASUR icon
834
Asure Software
ASUR
$253M
$107K ﹤0.01%
11,000
– –
ELA icon
835
Envela
ELA
$555M
$107K ﹤0.01%
17,493
-27,430
-61% -$170K
MSTR icon
836
Strategy Inc
MSTR
$34.7B
$105K ﹤0.01%
260
+20
+8% +$7.29K
GIB icon
837
CGI
GIB
$15.1B
$105K ﹤0.01%
1,000
– –
FPWR
838
First Trust EIP Power Solutions ETF
FPWR
$29.7M
$105K ﹤0.01%
3,299
– –
TXT icon
839
Textron
TXT
$14.9B
$105K ﹤0.01%
1,304
+254
+24% +$18.4K
VONV icon
840
Vanguard Russell 1000 Value ETF
VONV
$20.9B
$104K ﹤0.01%
1,219
-250
-17% -$20.3K
NMAX
841
Newsmax Inc
NMAX
$1.02B
$104K ﹤0.01%
+6,862
New +$180K
FDVV icon
842
Fidelity High Dividend ETF
FDVV
$10.2B
$103K ﹤0.01%
+1,975
New +$97.1K
TDY icon
843
Teledyne Technologies
TDY
$31.1B
$102K ﹤0.01%
199
+4
+2% +$1.93K
FLQM icon
844
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.59B
$102K ﹤0.01%
1,869
+67
+4% +$3.52K
IEO icon
845
iShares US Oil & Gas Exploration & Production ETF
IEO
$565M
$101K ﹤0.01%
1,145
– –
RS icon
846
Reliance Steel & Aluminium
RS
$20.9B
$100K ﹤0.01%
319
+7
+2% +$2.07K
VLTO icon
847
Veralto
VLTO
$23.1B
$99.9K ﹤0.01%
990
-40
-4% -$3.86K
DLR icon
848
Digital Realty Trust
DLR
$70.7B
$99.7K ﹤0.01%
572
-57
-9% -$9.32K
IPKW icon
849
Invesco International BuyBack Achievers ETF
IPKW
$551M
$99.3K ﹤0.01%
2,041
– –
VV icon
850
Vanguard Morningstar Large-Cap ETF
VV
$53.2B
$99K ﹤0.01%
347
– –
32 33
34
35 36

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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.