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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
INDA icon
876
iShares MSCI India ETF
INDA
$6.65B
$83.3K ﹤0.01%
1,600
– –
TOKE
877
DELISTED
Cambria Cannabis ETF
TOKE
$83K ﹤0.01%
12,849
– –
PULS icon
878
PGIM Ultra Short Bond ETF
PULS
$18.3B
$83K ﹤0.01%
1,665
-7,606
-82% -$378K
PRU icon
879
Prudential Financial
PRU
$42.9B
$82.5K ﹤0.01%
795
– –
ASUR icon
880
Asure Software
ASUR
$254M
$82K ﹤0.01%
10,000
-1,000
-9% -$8.94K
XLB icon
881
State Street Materials Select Sector SPDR ETF
XLB
$8.52B
$81.6K ﹤0.01%
1,820
– –
FE icon
882
FirstEnergy
FE
$27.9B
$81.1K ﹤0.01%
1,769
-1,000
-36% -$42.7K
SOLV icon
883
Solventum
SOLV
$15.2B
$80.9K ﹤0.01%
1,108
-662
-37% -$48.5K
ED icon
884
Consolidated Edison
ED
$40B
$80.8K ﹤0.01%
803
+27
+3% +$2.71K
SCHV
885
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$80.6K ﹤0.01%
2,769
– –
IEX icon
886
IDEX
IEX
$17.5B
$80.4K ﹤0.01%
494
– –
FWRD icon
887
PUT
Forward Air
FWRD
$484M
$80K ﹤0.01%
+341
New +$9.81K
NAD icon
888
Nuveen Quality Municipal Income Fund
NAD
$2.74B
$80K ﹤0.01%
6,841
-138
-2% -$1.57K
XOP icon
889
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.63B
$79.3K ﹤0.01%
600
– –
DELL icon
890
Dell
DELL
$302B
$78.8K ﹤0.01%
556
+87
+19% +$11.3K
CW icon
891
Curtiss-Wright
CW
$28B
$78.7K ﹤0.01%
145
– –
HLIT icon
892
Harmonic Inc
HLIT
$1.34B
$78.5K ﹤0.01%
7,709
-1,500
-16% -$14.1K
AMLP icon
893
Alerian MLP ETF
AMLP
$12.9B
$77.8K ﹤0.01%
1,657
+22
+1% +$1.06K
GPN icon
894
Global Payments
GPN
$24.1B
$77.4K ﹤0.01%
932
– –
WTV icon
895
WisdomTree US Value Fund
WTV
$3.37B
$77.4K ﹤0.01%
850
– –
OXY icon
896
Occidental Petroleum
OXY
$54.8B
$77.3K ﹤0.01%
1,635
-2,521
-61% -$114K
IFRA icon
897
iShares US Infrastructure ETF
IFRA
$4.61B
$76.9K ﹤0.01%
1,456
-64
-4% -$3.28K
TSCO icon
898
Tractor Supply
TSCO
$17.4B
$76.5K ﹤0.01%
1,345
– –
FNDF icon
899
Schwab Fundamental International Large Company Index ETF
FNDF
$25.2B
$76.2K ﹤0.01%
1,775
– –
IEF icon
900
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
$76K ﹤0.01%
788
+260
+49% +$24.9K
34 35
36
37 38

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DCP
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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
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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.