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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
IEO icon
826
iShares US Oil & Gas Exploration & Production ETF
IEO
$560M
$106K ﹤0.01%
1,145
– –
IPG
827
DELISTED
Interpublic Group of Companies
IPG
$105K ﹤0.01%
3,750
– –
CHRW icon
828
C.H. Robinson
CHRW
$17.2B
$105K ﹤0.01%
790
-410
-34% -$48.1K
IPKW icon
829
Invesco International BuyBack Achievers ETF
IPKW
$557M
$104K ﹤0.01%
1,969
-72
-4% -$3.68K
SMC
830
Summit Midstream
SMC
$431M
$103K ﹤0.01%
5,027
-180
-3% -$4.18K
XME icon
831
State Street SPDR S&P Metals & Mining ETF
XME
$4.12B
$103K ﹤0.01%
1,105
– –
TLT icon
832
iShares 20+ Year Treasury Bond ETF
TLT
$41.7B
$103K ﹤0.01%
1,147
-507
-31% -$44.3K
XLC icon
833
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
$102K ﹤0.01%
861
– –
USO icon
834
United States Oil Fund
USO
$1.81B
$102K ﹤0.01%
1,380
+690
+100% +$51.8K
ARM icon
835
Arm
ARM
$300B
$101K ﹤0.01%
717
– –
QUBT icon
836
Quantum Computing Inc
QUBT
$2.08B
$101K ﹤0.01%
+5,500
New +$94.4K
IQV icon
837
IQVIA
IQV
$38.4B
$99K ﹤0.01%
521
+79
+18% +$14.4K
DFEV icon
838
Dimensional Emerging Markets Value ETF
DFEV
$2.02B
$97.3K ﹤0.01%
3,051
– –
SPWH icon
839
Sportsman's Warehouse
SPWH
$44.9M
$97K ﹤0.01%
35,000
– –
EL icon
840
Estee Lauder
EL
$31.5B
$96.1K ﹤0.01%
1,091
– –
JPUS
841
JPMorgan Diversified Return US Equity ETF
JPUS
$465M
$96K ﹤0.01%
775
-136
-15% -$16.5K
SUSB icon
842
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.3B
$95.7K ﹤0.01%
3,783
-500
-12% -$12.6K
XSD icon
843
State Street SPDR S&P Semiconductor ETF
XSD
$2.93B
$95.7K ﹤0.01%
300
– –
FISV
844
Fiserv Inc
FISV
$29.7B
$95.4K ﹤0.01%
740
+375
+103% +$53.7K
JMTG
845
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.81B
$95.1K ﹤0.01%
1,864
– –
BGR icon
846
BlackRock Energy and Resources Trust
BGR
$416M
$95K ﹤0.01%
7,000
– –
AZN icon
847
AstraZeneca
AZN
$241B
$94.6K ﹤0.01%
617
+19
+3% +$2.88K
AIG icon
848
American International
AIG
$41.8B
$94.3K ﹤0.01%
1,200
-305
-20% -$24.4K
MP icon
849
MP Materials
MP
$8.45B
$93.5K ﹤0.01%
1,394
+1,120
+409% +$70.5K
FLQM icon
850
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.61B
$93.5K ﹤0.01%
1,656
-213
-11% -$11.9K
32 33
34
35 36

Similar funds

DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
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
EFG International Zurich $4.67B AUM
VDI
Vaughan David Investments Peoria, Illinois $4.73B AUM 19.55% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

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.