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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
F icon
851
Ford
F
$56.8B
$93K ﹤0.01%
7,774
+526
+7% +$6.06K
VPL icon
852
Vanguard FTSE Pacific ETF
VPL
$8.36B
$92.8K ﹤0.01%
1,057
-50
-5% -$4.26K
FMB icon
853
First Trust Managed Municipal ETF
FMB
$2.06B
$92.8K ﹤0.01%
1,831
– –
FVD icon
854
First Trust Value Line Dividend Fund
FVD
$8.38B
$92.8K ﹤0.01%
2,007
– –
AVAV icon
855
AeroVironment
AVAV
$8.55B
$92.3K ﹤0.01%
293
+13
+5% +$3.36K
NU icon
856
Nu Holdings
NU
$69.2B
$91.4K ﹤0.01%
5,712
– –
MUB icon
857
iShares National Muni Bond ETF
MUB
$45.4B
$90.9K ﹤0.01%
854
+798
+1,425% +$83.5K
IBDV icon
858
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.28B
$90.9K ﹤0.01%
4,104
– –
MANU icon
859
Manchester United
MANU
$3.88B
$90.8K ﹤0.01%
6,000
-500
-8% -$8.48K
KMB icon
860
Kimberly-Clark
KMB
$37B
$90.4K ﹤0.01%
727
-616
-46% -$79.6K
TRGP icon
861
Targa Resources
TRGP
$56.4B
$90.1K ﹤0.01%
538
– –
RS icon
862
Reliance Steel & Aluminium
RS
$21.2B
$89.6K ﹤0.01%
319
– –
UNG icon
863
United States Natural Gas Fund
UNG
$457M
$89.5K ﹤0.01%
6,850
+3,600
+111% +$48.2K
GIB icon
864
CGI
GIB
$15.4B
$89.1K ﹤0.01%
1,000
– –
PAG icon
865
Penske Automotive Group
PAG
$14.4B
$87K ﹤0.01%
500
– –
FTI icon
866
TechnipFMC
FTI
$27.5B
$86.8K ﹤0.01%
+2,200
New +$80.5K
PNW icon
867
Pinnacle West Capital
PNW
$12.3B
$85.2K ﹤0.01%
950
– –
NMAX
868
Newsmax Inc
NMAX
$1.08B
$85.1K ﹤0.01%
6,862
– –
RFIX
869
Simplify Bond Bull ETF
RFIX
$45M
$84.6K ﹤0.01%
1,980
– –
LLYVA icon
870
Liberty Live Group Series A
LLYVA
$9.16B
$84.4K ﹤0.01%
895
– –
SPGI icon
871
S&P Global
SPGI
$122B
$84.4K ﹤0.01%
173
– –
DHS icon
872
WisdomTree US High Dividend Fund
DHS
$1.59B
$84.2K ﹤0.01%
836
+2
+0.2% +$199
SPSM icon
873
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.6B
$83.9K ﹤0.01%
1,812
+100
+6% +$4.48K
RDVY icon
874
First Trust Rising Dividend Achievers ETF
RDVY
$25.5B
$83.6K ﹤0.01%
1,243
+219
+21% +$14.2K
UNH icon
875
CALL
UnitedHealth
UNH
$370B
$83.6K ﹤0.01%
103
+62
+151% +$18.8K
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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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.