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
IEUR icon
926
iShares Core MSCI Europe ETF
IEUR
$9B
$66.2K ﹤0.01%
1,000
– –
TW icon
927
Tradeweb Markets
TW
$21.5B
$65.9K ﹤0.01%
+450
New +$62.8K
IJT icon
928
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.37B
$65.5K ﹤0.01%
492
– –
KNSL icon
929
Kinsale Capital Group
KNSL
$8.21B
$65.3K ﹤0.01%
135
+35
+35% +$16.3K
GEHC icon
930
GE HealthCare
GEHC
$31.5B
$64.6K ﹤0.01%
872
+72
+9% +$5.01K
SCHJ icon
931
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$846M
$64.6K ﹤0.01%
2,602
– –
RDVY icon
932
First Trust Rising Dividend Achievers ETF
RDVY
$25.1B
$64.2K ﹤0.01%
1,024
– –
ROOT icon
933
Root
ROOT
$903M
$64K ﹤0.01%
500
– –
DWM icon
934
WisdomTree International Equity Fund
DWM
$682M
$63.6K ﹤0.01%
1,000
– –
LH icon
935
Labcorp
LH
$24.9B
$63.5K ﹤0.01%
242
– –
FISV
936
Fiserv Inc
FISV
$29B
$63K ﹤0.01%
365
+182
+99% +$33K
CNX icon
937
CNX Resources
CNX
$5.33B
$62.8K ﹤0.01%
1,865
– –
BBIN icon
938
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.62B
$62.4K ﹤0.01%
924
– –
SCHH icon
939
Schwab US REIT ETF
SCHH
$11.5B
$62.3K ﹤0.01%
2,943
-513
-15% -$10.7K
MFC icon
940
Manulife Financial
MFC
$74B
$62.1K ﹤0.01%
1,943
– –
SMB icon
941
VanEck Short Muni ETF
SMB
$311M
$61.8K ﹤0.01%
3,580
-100
-3% -$1.71K
CAH icon
942
Cardinal Health
CAH
$55.2B
$61.5K ﹤0.01%
366
+85
+30% +$12.6K
ESGD icon
943
iShares ESG Aware MSCI EAFE ETF
ESGD
$12B
$60.9K ﹤0.01%
683
– –
GOVT icon
944
iShares US Treasury Bond ETF
GOVT
$43.5B
$60.3K ﹤0.01%
2,624
-24
-0.9% -$547
MS icon
945
Morgan Stanley
MS
$332B
$60K ﹤0.01%
426
+129
+43% +$15.8K
HUM icon
946
Humana
HUM
$45B
$59.9K ﹤0.01%
245
-76
-24% -$18.9K
COHR icon
947
Coherent
COHR
$56.4B
$59.5K ﹤0.01%
667
– –
GSAT icon
948
Globalstar
GSAT
$10.8B
$58.9K ﹤0.01%
+2,500
New +$50.4K
AME icon
949
Ametek
AME
$55.9B
$58.8K ﹤0.01%
325
+4
+1% +$688
BITB icon
950
Bitwise Bitcoin ETF
BITB
$2.45B
$58.6K ﹤0.01%
1,000
– –
36 37
38
39 40

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.