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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
CAG icon
1026
Conagra Brands
CAG
$7.18B
$42.1K ﹤0.01%
2,300
-15
-0.6% -$288
LKQ icon
1027
PUT
LKQ Corp
LKQ
$6.2B
$42K ﹤0.01%
+600
New +$19.7K
COM icon
1028
Direxion Auspice Broad Commodity Strategy ETF
COM
$203M
$41.7K ﹤0.01%
1,450
– –
EVTR icon
1029
Eaton Vance Total Return Bond ETF
EVTR
$5.7B
$41.2K ﹤0.01%
800
– –
LNG icon
1030
Cheniere Energy
LNG
$53.9B
$41.1K ﹤0.01%
175
+41
+31% +$9.64K
BAB icon
1031
Invesco Taxable Municipal Bond ETF
BAB
$1.02B
$40.9K ﹤0.01%
1,500
– –
IR icon
1032
Ingersoll Rand
IR
$34.7B
$40.8K ﹤0.01%
494
– –
ROST icon
1033
Ross Stores
ROST
$80.5B
$40.4K ﹤0.01%
265
– –
NZF icon
1034
Nuveen Municipal Credit Income Fund
NZF
$2.43B
$40.2K ﹤0.01%
3,199
– –
OBTC
1035
Osprey Bitcoin Trust
OBTC
$40.1K ﹤0.01%
1,165
– –
SUN icon
1036
Sunoco
SUN
$14B
$39.8K ﹤0.01%
+796
New +$41.4K
OKTA icon
1037
Okta
OKTA
$25.7B
$39.6K ﹤0.01%
432
– –
ROBO icon
1038
ROBO Global Robotics & Automation Index ETF
ROBO
$2.1B
$39.3K ﹤0.01%
+600
New +$37.9K
KTB icon
1039
Kontoor Brands
KTB
$4.61B
$39.2K ﹤0.01%
491
– –
EFX icon
1040
Equifax
EFX
$20.8B
$38.9K ﹤0.01%
152
– –
DFAE icon
1041
Dimensional Emerging Core Equity Market ETF
DFAE
$9.64B
$38.7K ﹤0.01%
1,226
+252
+26% +$7.59K
NET icon
1042
Cloudflare
NET
$107B
$38.6K ﹤0.01%
180
– –
WPC icon
1043
W.P. Carey
WPC
$16.5B
$38.4K ﹤0.01%
568
-182
-24% -$11.9K
MSOS icon
1044
AdvisorShares Pure US Cannabis ETF
MSOS
$874M
$38.3K ﹤0.01%
8,000
– –
PTMC icon
1045
Pacer Trendpilot US Mid Cap ETF
PTMC
$403M
$38.2K ﹤0.01%
+1,068
New +$37.6K
CYBR
1046
DELISTED
CyberArk
CYBR
$38.2K ﹤0.01%
79
– –
VMO icon
1047
Invesco Municipal Opportunity Trust
VMO
$650M
$38.1K ﹤0.01%
3,935
-90
-2% -$833
BHP icon
1048
BHP
BHP
$222B
$37.9K ﹤0.01%
680
-200
-23% -$10.6K
BGC icon
1049
BGC Group
BGC
$5.25B
$37.8K ﹤0.01%
4,000
– –
RGTI icon
1050
Rigetti Computing
RGTI
$5.8B
$37.6K ﹤0.01%
+1,261
New +$22.1K
40 41
42
43 44

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GCM
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CCWM
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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.