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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
ABNB icon
1051
Airbnb
ABNB
$89.4B
$37.5K ﹤0.01%
309
+22
+8% +$2.85K
RIVN icon
1052
Rivian
RIVN
$22.8B
$37.3K ﹤0.01%
2,538
-1,100
-30% -$14.7K
FHN icon
1053
First Horizon
FHN
$12.4B
$37K ﹤0.01%
1,636
– –
IXN icon
1054
iShares Global Tech ETF
IXN
$8.81B
$36.5K ﹤0.01%
354
– –
ETO
1055
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
$511M
$36.5K ﹤0.01%
1,325
– –
NGG icon
1056
National Grid
NGG
$80.9B
$36.3K ﹤0.01%
+507
New +$35.6K
EWS icon
1057
iShares MSCI Singapore ETF
EWS
$1.06B
$36.2K ﹤0.01%
1,279
-89
-7% -$2.46K
ETHA
1058
iShares Ethereum Trust ETF
ETHA
$5.43B
$36.2K ﹤0.01%
+1,148
New +$34.1K
RWR icon
1059
State Street SPDR Dow Jones REIT ETF
RWR
$1.97B
$35.9K ﹤0.01%
358
– –
GWX icon
1060
State Street SPDR S&P International Small Cap ETF
GWX
$894M
$35.6K ﹤0.01%
886
+244
+38% +$9.45K
CIBR icon
1061
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.3B
$35.2K ﹤0.01%
+463
New +$34.2K
AU icon
1062
AngloGold Ashanti
AU
$41.2B
$35.2K ﹤0.01%
+500
New +$28K
CALY
1063
Callaway Golf Company
CALY
$3.43B
$35.1K ﹤0.01%
3,700
– –
BSJP
1064
DELISTED
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$34.8K ﹤0.01%
1,509
– –
FNDB icon
1065
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.46B
$34.7K ﹤0.01%
1,350
– –
JOBY icon
1066
Joby Aviation
JOBY
$7.84B
$34.7K ﹤0.01%
+2,150
New +$32.7K
SPHQ icon
1067
Invesco S&P 500 Quality ETF
SPHQ
$20B
$34.5K ﹤0.01%
+471
New +$34K
RDDT icon
1068
Reddit
RDDT
$29.8B
$34.5K ﹤0.01%
150
-150
-50% -$30.6K
ORLA
1069
DELISTED
Orla Mining
ORLA
$34.3K ﹤0.01%
3,180
– –
CSGP icon
1070
CoStar Group
CSGP
$12.2B
$34.2K ﹤0.01%
405
– –
REGL icon
1071
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.81B
$34.1K ﹤0.01%
400
– –
ON icon
1072
ON Semiconductor
ON
$31.4B
$33.8K ﹤0.01%
685
– –
REGN icon
1073
Regeneron Pharmaceuticals
REGN
$78.2B
$33.7K ﹤0.01%
60
– –
TGLS icon
1074
Tecnoglass Holdings Inc.
TGLS
$2.07B
$33.5K ﹤0.01%
500
– –
UNM icon
1075
Unum
UNM
$14.3B
$33.2K ﹤0.01%
427
+339
+385% +$25.4K
41 42
43
44 45

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DCP
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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
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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.