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
BKNG icon
76
Booking.com
BKNG
$149B
$13.5M 0.28%
58,300
+750
+1% +$154K
IJH icon
77
iShares Core S&P Mid-Cap ETF
IJH
$122B
$13.2M 0.27%
213,539
-2,646
-1% -$155K
VXF icon
78
Vanguard Extended Market ETF
VXF
$30.3B
$13.1M 0.27%
68,085
-5,511
-7% -$979K
RWJ icon
79
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.05B
$12.5M 0.26%
288,126
-24,913
-8% -$1M
PPLI
80
People Inc
PPLI
$3.09B
$12.4M 0.26%
331,428
-49,379
-13% -$1.78M
VBR icon
81
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.1B
$12.3M 0.26%
63,306
+1,563
+3% +$289K
WMT icon
82
Walmart Inc
WMT
$885B
$12.3M 0.26%
126,136
-5,243
-4% -$500K
NPKI
83
NPK International
NPKI
$1.06B
$12.3M 0.25%
1,443,980
+48,430
+3% +$355K
SPY icon
84
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$12.1M 0.25%
19,633
-387
-2% -$221K
IUSB icon
85
iShares Core Universal USD Bond ETF
IUSB
$42.9B
$12M 0.25%
260,429
+11,649
+5% +$532K
DYNF icon
86
BlackRock US Equity Factor Rotation ETF
DYNF
$38.4B
$11.9M 0.25%
219,417
+13,349
+6% +$670K
VO icon
87
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$11.7M 0.24%
166,800
-2,072
-1% -$136K
EMXC icon
88
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.5B
$11.4M 0.24%
180,174
+8,104
+5% +$472K
NWE icon
89
NorthWestern Energy
NWE
$4.23B
$11.3M 0.23%
219,385
-1,940
-0.9% -$107K
ANGI icon
90
Angi Inc
ANGI
$229M
$11.2M 0.23%
+732,295
New +$10.6M
BX icon
91
Blackstone
BX
$102B
$10.9M 0.23%
72,563
+3,477
+5% +$478K
QQQ icon
92
Invesco QQQ Trust
QQQ
$453B
$10.5M 0.22%
18,998
+1,668
+10% +$830K
RYN icon
93
Rayonier
RYN
$6.55B
$10.5M 0.22%
495,335
+104,236
+27% +$2.38M
KMLM icon
94
KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM
$381M
$10.2M 0.21%
386,976
+34,411
+10% +$906K
APG icon
95
APi Group
APG
$17.1B
$10.1M 0.21%
296,657
-5,160
-2% -$148K
VNT icon
96
Vontier
VNT
$4.52B
$10.1M 0.21%
273,025
+860
+0.3% +$29.3K
USMV icon
97
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$10.1M 0.21%
107,186
+10,322
+11% +$950K
MDU icon
98
MDU Resources
MDU
$4.17B
$10.1M 0.21%
603,055
+7,400
+1% +$124K
PCAR icon
99
PACCAR
PCAR
$69.8B
$10M 0.21%
105,201
+11,189
+12% +$1.03M
IVW icon
100
iShares S&P 500 Growth ETF
IVW
$73.8B
$9.98M 0.21%
90,651
+6,159
+7% +$610K
2 3
4
5 6

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.