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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
+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
NXPI icon
1076
NXP Semiconductors
NXPI
$58.9B
$31.7K ﹤0.01%
145
-2
-1% -$391
REGN icon
1077
Regeneron Pharmaceuticals
REGN
$77.6B
$31.5K ﹤0.01%
60
-1
-2% -$558
MTUM icon
1078
iShares MSCI USA Momentum Factor ETF
MTUM
$26.3B
$31.2K ﹤0.01%
130
+126
+3,150% +$27.5K
SIGI icon
1079
Selective Insurance
SIGI
$5.72B
$31.2K ﹤0.01%
360
– –
XLG icon
1080
Invesco S&P 500 Top 50 ETF
XLG
$10.9B
$31K ﹤0.01%
595
– –
FRE
1081
DELISTED
FREDDIE MAC D/B/A VOTING
FRE
$30.9K ﹤0.01%
3,750
– –
FLR icon
1082
Fluor
FLR
$7.14B
$30.8K ﹤0.01%
+600
New +$23.9K
EIPI
1083
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.08B
$30.6K ﹤0.01%
1,552
+29
+2% +$561
ALAB icon
1084
Astera Labs
ALAB
$59.4B
$30.5K ﹤0.01%
337
+242
+255% +$19.1K
CHTR icon
1085
Charter Communications
CHTR
$17.5B
$30.3K ﹤0.01%
74
+1
+1% +$383
XYZ
1086
Block Inc
XYZ
$50.1B
$30.2K ﹤0.01%
445
+400
+889% +$23.3K
DOCU
1087
DocuSign
DOCU
$10.7B
$30K ﹤0.01%
385
-350
-48% -$28.3K
PXH icon
1088
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.96B
$30K ﹤0.01%
1,281
+272
+27% +$5.99K
CALY
1089
Callaway Golf Company
CALY
$3.54B
$29.8K ﹤0.01%
3,700
– –
IYK icon
1090
iShares US Consumer Staples ETF
IYK
$1.4B
$29.6K ﹤0.01%
420
– –
AM icon
1091
Antero Midstream
AM
$10.4B
$29.4K ﹤0.01%
1,551
– –
STX icon
1092
Seagate
STX
$191B
$29.3K ﹤0.01%
+203
New +$21K
IWY icon
1093
iShares Russell Top 200 Growth ETF
IWY
$16.5B
$29.1K ﹤0.01%
118
– –
IDEV icon
1094
iShares Core MSCI International Developed Markets ETF
IDEV
$32.1B
$29.1K ﹤0.01%
382
+6
+2% +$434
BIL icon
1095
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.9B
$29K ﹤0.01%
316
+182
+136% +$16.7K
ROP icon
1096
Roper Technologies
ROP
$38.3B
$28.9K ﹤0.01%
51
+50
+5,000% +$28.3K
PPL
1097
PPL Corp
PPL
$26.4B
$28.6K ﹤0.01%
845
– –
BRSL
1098
Brightstar Lottery PLC
BRSL
$2.05B
$28.5K ﹤0.01%
1,804
– –
DFAE icon
1099
Dimensional Emerging Core Equity Market ETF
DFAE
$9.57B
$28.2K ﹤0.01%
974
+739
+314% +$19.8K
UTF icon
1100
Cohen & Steers Infrastructure Fund
UTF
$3.07B
$28.2K ﹤0.01%
1,045
-200
-16% -$5.09K
42 43
44
45 46

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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 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.