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
+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
BLOK icon
1076
Amplify Blockchain Technology ETF
BLOK
$1.11B
$33.2K ﹤0.01%
495
+75
+18% +$4.54K
NXPI icon
1077
NXP Semiconductors
NXPI
$59.9B
$33K ﹤0.01%
145
– –
SPSB icon
1078
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.6B
$32.7K ﹤0.01%
1,080
– –
PXH icon
1079
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.97B
$32.6K ﹤0.01%
1,281
– –
GSEW icon
1080
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.96B
$32.4K ﹤0.01%
+381
New +$31.8K
PAAS icon
1081
Pan American Silver
PAAS
$18.9B
$32.3K ﹤0.01%
834
– –
IWY icon
1082
iShares Russell Top 200 Growth ETF
IWY
$16.6B
$32.3K ﹤0.01%
118
– –
AVB icon
1083
AvalonBay Communities
AVB
$27B
$32.2K ﹤0.01%
167
– –
XYZ
1084
Block Inc
XYZ
$50.4B
$32.2K ﹤0.01%
445
– –
TFC icon
1085
Truist Financial
TFC
$64.3B
$31.7K ﹤0.01%
693
+500
+259% +$22.5K
TEM
1086
Tempus AI
TEM
$8.49B
$31.4K ﹤0.01%
389
+49
+14% +$3.43K
EIPI
1087
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.09B
$31.4K ﹤0.01%
1,582
+30
+2% +$592
SIGI icon
1088
Selective Insurance
SIGI
$5.76B
$31.2K ﹤0.01%
385
+25
+7% +$2.02K
IEI icon
1089
iShares 3-7 Year Treasury Bond ETF
IEI
$17.8B
$31.1K ﹤0.01%
260
+85
+49% +$10.1K
GFF icon
1090
Griffon
GFF
$4.29B
$31K ﹤0.01%
407
+128
+46% +$9.87K
IDEV icon
1091
iShares Core MSCI International Developed Markets ETF
IDEV
$32.2B
$30.6K ﹤0.01%
382
– –
ETH
1092
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.71B
$30.6K ﹤0.01%
781
– –
FBCG
1093
Fidelity Blue Chip Growth ETF
FBCG
$7.24B
$30.5K ﹤0.01%
568
-517
-48% -$26.3K
EWC icon
1094
iShares MSCI Canada ETF
EWC
$6.19B
$30.3K ﹤0.01%
600
– –
AM icon
1095
Antero Midstream
AM
$10.4B
$30.2K ﹤0.01%
1,551
– –
BIL icon
1096
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.9B
$30.1K ﹤0.01%
328
+12
+4% +$1.1K
QBTS icon
1097
D-Wave Quantum Inc. Common Stock
QBTS
$8.09B
$29.8K ﹤0.01%
+1,205
New +$22K
CDE icon
1098
Coeur Mining
CDE
$16.7B
$29.6K ﹤0.01%
1,579
-801
-34% -$9.8K
MFC icon
1099
Manulife Financial
MFC
$74.4B
$29.4K ﹤0.01%
943
-1,000
-51% -$30.8K
ODFL icon
1100
Old Dominion Freight Line
ODFL
$45.6B
$29.3K ﹤0.01%
208
+2
+1% +$306
42 43
44
45 46

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 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.