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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
MBSD icon
926
FlexShares Disciplined Duration MBS Index Fund
MBSD
$88.8M
$67.4K ﹤0.01%
3,230
– –
MTUM icon
927
iShares MSCI USA Momentum Factor ETF
MTUM
$26.5B
$67.2K ﹤0.01%
262
+132
+102% +$32.3K
JCPB icon
928
JPMorgan Core Plus Bond ETF
JCPB
$14B
$67K ﹤0.01%
1,410
– –
XLG icon
929
Invesco S&P 500 Top 50 ETF
XLG
$11.1B
$66.2K ﹤0.01%
1,151
+556
+93% +$30.4K
DWM icon
930
WisdomTree International Equity Fund
DWM
$693M
$66.2K ﹤0.01%
1,000
– –
XBI icon
931
State Street SPDR S&P Biotech ETF
XBI
$10B
$65.8K ﹤0.01%
657
– –
FAST icon
932
Fastenal
FAST
$57.5B
$65.7K ﹤0.01%
1,340
+28
+2% +$1.32K
FNM
933
DELISTED
FANNIE MAE
FNM
$65K ﹤0.01%
5,395
-18
-0.3% -$217
SCHJ icon
934
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$848M
$64.9K ﹤0.01%
2,602
– –
BBIN icon
935
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.73B
$64.8K ﹤0.01%
924
– –
ZOM
936
DELISTED
Zomedica Corp.
ZOM
$64.7K ﹤0.01%
820,418
-3,822,917
-82% -$302K
ESOA icon
937
Energy Services of America
ESOA
$291M
$64.4K ﹤0.01%
6,220
-36,045
-85% -$364K
NUV icon
938
Nuveen Municipal Value Fund
NUV
$1.91B
$64.1K ﹤0.01%
7,140
-953
-12% -$8.3K
SRLN icon
939
State Street Blackstone Senior Loan ETF
SRLN
$5.32B
$64K ﹤0.01%
1,540
+458
+42% +$19K
HUM icon
940
Humana
HUM
$43.4B
$64K ﹤0.01%
246
+1
+0.4% +$263
SMR icon
941
NuScale Power
SMR
$3.25B
$63.9K ﹤0.01%
1,776
+1,775
+177,500% +$70.7K
CRD.B icon
942
Crawford & Co Class B
CRD.B
$568M
$63.6K ﹤0.01%
6,500
– –
WEC icon
943
WEC Energy
WEC
$35.2B
$63.5K ﹤0.01%
554
– –
LBRDA icon
944
Liberty Broadband Class A
LBRDA
$5.06B
$63.5K ﹤0.01%
1,002
– –
SPDW icon
945
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.4B
$62.9K ﹤0.01%
1,470
+582
+66% +$24.1K
BITB icon
946
Bitwise Bitcoin ETF
BITB
$2.48B
$62.2K ﹤0.01%
1,000
– –
KNSL icon
947
Kinsale Capital Group
KNSL
$8.39B
$61.7K ﹤0.01%
145
+10
+7% +$4.53K
AME icon
948
Ametek
AME
$58.6B
$61.1K ﹤0.01%
325
– –
ESGD icon
949
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.2B
$61.1K ﹤0.01%
657
-26
-4% -$2.35K
DFLV icon
950
Dimensional US Large Cap Value ETF
DFLV
$6.88B
$60.9K ﹤0.01%
1,850
– –
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 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.