We are live on ! Find out more
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
INFY icon
876
Infosys
INFY
$49.6B
$85.2K ﹤0.01%
4,600
– –
PNW icon
877
Pinnacle West Capital
PNW
$12.2B
$85K ﹤0.01%
950
– –
VRSK icon
878
Verisk Analytics
VRSK
$25.1B
$84.5K ﹤0.01%
271
– –
AZN icon
879
AstraZeneca
AZN
$245B
$83.6K ﹤0.01%
598
+23
+4% +$3.22K
MIO
880
DELISTED
Pioneer Municipal High Income Opportunities Fund
MIO
$81.8K ﹤0.01%
+6,930
New +$81.2K
ALSN icon
881
Allison Transmission
ALSN
$9.65B
$81K ﹤0.01%
853
+521
+157% +$50.3K
DHS icon
882
WisdomTree US High Dividend Fund
DHS
$1.57B
$80K ﹤0.01%
834
+3
+0.4% +$281
AMLP icon
883
Alerian MLP ETF
AMLP
$13B
$79.9K ﹤0.01%
1,635
+21
+1% +$1.02K
XLB icon
884
State Street Materials Select Sector SPDR ETF
XLB
$8.36B
$79.9K ﹤0.01%
1,820
– –
AVAV icon
885
AeroVironment
AVAV
$8.06B
$79.8K ﹤0.01%
280
+100
+56% +$16.9K
ABB
886
DELISTED
ABB Ltd
ABB
$79.7K ﹤0.01%
1,335
+35
+3% +$2.09K
IONS icon
887
Ionis Pharmaceuticals
IONS
$9.06B
$79K ﹤0.01%
2,000
– –
NAD icon
888
Nuveen Quality Municipal Income Fund
NAD
$2.73B
$78.8K ﹤0.01%
6,979
-210
-3% -$2.35K
BUG icon
889
Global X Cybersecurity ETF
BUG
$1.38B
$78.7K ﹤0.01%
2,121
– –
F icon
890
Ford
F
$57.5B
$78.6K ﹤0.01%
7,248
-14,641
-67% -$149K
NU icon
891
Nu Holdings
NU
$69.8B
$78.4K ﹤0.01%
5,712
– –
ED icon
892
Consolidated Edison
ED
$39.8B
$77.8K ﹤0.01%
776
+5
+0.6% +$529
VWOB icon
893
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.14B
$77.3K ﹤0.01%
1,183
– –
XSD icon
894
State Street SPDR S&P Semiconductor ETF
XSD
$2.76B
$77K ﹤0.01%
300
– –
MKC icon
895
McCormick & Company Non-Voting
MKC
$13.9B
$76.7K ﹤0.01%
1,011
+200
+25% +$15K
SCHV
896
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$76.6K ﹤0.01%
2,769
– –
XOP icon
897
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.68B
$75.5K ﹤0.01%
600
– –
IFRA icon
898
iShares US Infrastructure ETF
IFRA
$4.57B
$74.8K ﹤0.01%
1,520
-265
-15% -$12.3K
TWLO icon
899
Twilio
TWLO
$29.8B
$74.6K ﹤0.01%
600
– –
GPN icon
900
Global Payments
GPN
$23.6B
$74.6K ﹤0.01%
932
-2
-0.2% -$158
34 35
36
37 38

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 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.