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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
CMI icon
851
Cummins
CMI
$89.5B
$98.9K ﹤0.01%
302
+2
+0.7% +$619
LBRDA icon
852
Liberty Broadband Class A
LBRDA
$4.86B
$98K ﹤0.01%
1,002
– –
SRAD icon
853
Sportradar
SRAD
$3.65B
$97.2K ﹤0.01%
3,460
-495
-13% -$11.8K
RFIX
854
Simplify Bond Bull ETF
RFIX
$45.1M
$96.3K ﹤0.01%
1,980
+80
+4% +$3.98K
CP icon
855
Canadian Pacific Kansas City
CP
$79.7B
$95.9K ﹤0.01%
1,210
-150
-11% -$11.5K
TRGP icon
856
Targa Resources
TRGP
$56.8B
$93.7K ﹤0.01%
538
+1
+0.2% +$168
JMTG
857
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.78B
$93.6K ﹤0.01%
+1,864
New +$93.6K
XLC icon
858
State Street Communication Services Select Sector SPDR ETF
XLC
$22.4B
$93.4K ﹤0.01%
861
-84
-9% -$8.27K
BGR icon
859
BlackRock Energy and Resources Trust
BGR
$416M
$92.8K ﹤0.01%
7,000
– –
ELV icon
860
Elevance Health
ELV
$83B
$92.2K ﹤0.01%
237
+25
+12% +$10.1K
IPG
861
DELISTED
Interpublic Group of Companies
IPG
$91.8K ﹤0.01%
3,750
– –
DFEV icon
862
Dimensional Emerging Markets Value ETF
DFEV
$1.96B
$91.5K ﹤0.01%
3,051
-617
-17% -$17.1K
SPGI icon
863
S&P Global
SPGI
$123B
$91.4K ﹤0.01%
173
-1
-0.6% -$499
FMB icon
864
First Trust Managed Municipal ETF
FMB
$2.05B
$91.2K ﹤0.01%
1,831
– –
VPL icon
865
Vanguard FTSE Pacific ETF
VPL
$8.13B
$91K ﹤0.01%
1,107
– –
IBDV icon
866
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.27B
$90.2K ﹤0.01%
4,104
– –
FVD icon
867
First Trust Value Line Dividend Fund
FVD
$8.33B
$89.7K ﹤0.01%
2,007
– –
FTNT icon
868
Fortinet
FTNT
$120B
$89.4K ﹤0.01%
845
+2
+0.2% +$202
INDA icon
869
iShares MSCI India ETF
INDA
$6.61B
$89.1K ﹤0.01%
1,600
– –
EL icon
870
Estee Lauder
EL
$30.6B
$88.2K ﹤0.01%
1,091
+3
+0.3% +$193
HLIT icon
871
Harmonic Inc
HLIT
$1.28B
$87.2K ﹤0.01%
9,209
-600
-6% -$5.47K
IEX icon
872
IDEX
IEX
$17.2B
$86.7K ﹤0.01%
494
-3
-0.6% -$532
URI icon
873
United Rentals
URI
$69.5B
$86.1K ﹤0.01%
114
+2
+2% +$1.34K
PAG icon
874
Penske Automotive Group
PAG
$14.3B
$85.9K ﹤0.01%
500
– –
PRU icon
875
Prudential Financial
PRU
$42.7B
$85.4K ﹤0.01%
795
+350
+79% +$36.3K
33 34
35
36 37

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GCM
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CCWM
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GCL
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KCM
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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.