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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
EFAV icon
951
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.43B
$60.3K ﹤0.01%
710
-1,448
-67% -$122K
TWLO icon
952
Twilio
TWLO
$29.4B
$60.1K ﹤0.01%
600
– –
CNX icon
953
CNX Resources
CNX
$5.2B
$59.9K ﹤0.01%
1,865
– –
PLD icon
954
Prologis
PLD
$130B
$59.7K ﹤0.01%
521
– –
MS icon
955
Morgan Stanley
MS
$343B
$59.1K ﹤0.01%
372
-54
-13% -$7.97K
NTR icon
956
Nutrien
NTR
$32.1B
$58.6K ﹤0.01%
998
– –
YUM icon
957
Yum! Brands
YUM
$41.4B
$58.4K ﹤0.01%
384
– –
EPS icon
958
WisdomTree US LargeCap Fund
EPS
$1.65B
$57.6K ﹤0.01%
835
– –
CAH icon
959
Cardinal Health
CAH
$55.3B
$57.4K ﹤0.01%
366
– –
PTLC icon
960
Pacer Trendpilot US Large Cap ETF
PTLC
$3.38B
$57.4K ﹤0.01%
+1,048
New +$55.1K
EWJ icon
961
iShares MSCI Japan ETF
EWJ
$22.7B
$57K ﹤0.01%
711
– –
GOVT icon
962
iShares US Treasury Bond ETF
GOVT
$43.6B
$56.8K ﹤0.01%
2,455
-169
-6% -$3.88K
EPP icon
963
iShares MSCI Pacific ex Japan ETF
EPP
$2.26B
$56.7K ﹤0.01%
1,100
– –
AEM icon
964
Agnico Eagle Mines
AEM
$83.4B
$56.5K ﹤0.01%
335
-75
-18% -$10.3K
BOND icon
965
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.48B
$56.2K ﹤0.01%
602
– –
TMDX icon
966
Transmedics
TMDX
$2.51B
$56.1K ﹤0.01%
500
– –
FNV icon
967
Franco-Nevada
FNV
$44.4B
$56K ﹤0.01%
251
– –
NMRK icon
968
Newmark Group
NMRK
$2.8B
$56K ﹤0.01%
3,000
– –
BLD
969
DELISTED
TopBuild
BLD
$55.5K ﹤0.01%
142
– –
FNF icon
970
Fidelity National Financial
FNF
$13.7B
$55.5K ﹤0.01%
917
– –
SMB icon
971
VanEck Short Muni ETF
SMB
$311M
$55.4K ﹤0.01%
3,180
-400
-11% -$6.93K
FRI icon
972
First Trust S&P REIT Index Fund
FRI
$196M
$55.1K ﹤0.01%
1,959
+12
+0.6% +$330
DGRS icon
973
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
$416M
$54.5K ﹤0.01%
1,091
– –
ITM icon
974
VanEck Intermediate Muni ETF
ITM
$2.14B
$54.2K ﹤0.01%
1,163
-27
-2% -$1.24K
DFAC icon
975
Dimensional US Core Equity 2 ETF
DFAC
$49.4B
$54K ﹤0.01%
1,401
+329
+31% +$12.3K
37 38
39
40 41

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GCM
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CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
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.