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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
RCL icon
1101
Royal Caribbean
RCL
$87.1B
$29.1K ﹤0.01%
90
– –
SUSL icon
1102
iShares ESG MSCI USA Leaders ETF
SUSL
$1.2B
$29K ﹤0.01%
248
– –
SRPT icon
1103
Sarepta Therapeutics
SRPT
$1.73B
$28.9K ﹤0.01%
1,500
+1,000
+200% +$17.8K
VSS icon
1104
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.6B
$28.8K ﹤0.01%
202
– –
IYK icon
1105
iShares US Consumer Staples ETF
IYK
$1.41B
$28.7K ﹤0.01%
420
– –
FTRE icon
1106
Fortrea Holdings
FTRE
$1.71B
$28.6K ﹤0.01%
3,391
– –
DFIV icon
1107
Dimensional International Value ETF
DFIV
$21.4B
$28.4K ﹤0.01%
615
– –
VGSH icon
1108
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$28.1K ﹤0.01%
477
+3
+0.6% +$176
TTWO icon
1109
Take-Two Interactive
TTWO
$44.9B
$27.9K ﹤0.01%
108
– –
SPMD
1110
DELISTED
SUPERMEDIA INC COMMON STOCK
SPMD
$27.8K ﹤0.01%
486
+128
+36% +$7.32K
DOCU
1111
DocuSign
DOCU
$11B
$27.8K ﹤0.01%
385
– –
IEUR icon
1112
iShares Core MSCI Europe ETF
IEUR
$9.09B
$27.2K ﹤0.01%
400
-600
-60% -$40K
SPPP
1113
Sprott Physical Platinum and Palladium Trust
SPPP
$610M
$27.2K ﹤0.01%
2,000
– –
AOR icon
1114
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.71B
$26.8K ﹤0.01%
416
– –
CNA icon
1115
CNA Financial
CNA
$14.3B
$26.7K ﹤0.01%
575
– –
JPIN icon
1116
JPMorgan Diversified Return International Equity ETF
JPIN
$372M
$26.6K ﹤0.01%
400
-1
-0.2% -$65
MGK icon
1117
Vanguard Morningstar Mega Cap Growth ETF
MGK
$34B
$26.6K ﹤0.01%
330
+155
+89% +$11.9K
HYG icon
1118
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.6B
$26.5K ﹤0.01%
327
+257
+367% +$20.7K
CBZ icon
1119
CBIZ
CBZ
$2.99B
$26.5K ﹤0.01%
500
– –
EVN
1120
Eaton Vance Municipal Income Trust
EVN
$419M
$26.5K ﹤0.01%
2,392
-55
-2% -$584
EWT icon
1121
iShares MSCI Taiwan ETF
EWT
$10.6B
$26.2K ﹤0.01%
412
-59
-13% -$3.55K
TBF icon
1122
ProShares Short 20+ Year Treasury ETF
TBF
$104M
$26.1K ﹤0.01%
1,102
– –
DGX icon
1123
Quest Diagnostics
DGX
$25.8B
$26.1K ﹤0.01%
137
– –
UTF icon
1124
Cohen & Steers Infrastructure Fund
UTF
$3.08B
$25.9K ﹤0.01%
1,045
– –
EQR icon
1125
Equity Residential
EQR
$25.4B
$25.9K ﹤0.01%
400
– –
43 44
45
46 47

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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
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
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VDI
Vaughan David Investments Peoria, Illinois $4.73B AUM 19.55% 1-Year Est. Return
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.