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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
VUSB icon
1126
Vanguard Ultra-Short Bond ETF
VUSB
$8.92B
$25.4K ﹤0.01%
509
– –
IHI icon
1127
iShares US Medical Devices ETF
IHI
$3.35B
$25.3K ﹤0.01%
403
+30
+8% +$1.8K
IBDW icon
1128
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.53B
$25.1K ﹤0.01%
1,195
– –
BRBR icon
1129
BellRing Brands
BRBR
$1.45B
$25.1K ﹤0.01%
434
– –
EVN
1130
Eaton Vance Municipal Income Trust
EVN
$417M
$25K ﹤0.01%
2,447
-84
-3% -$856
LFVN icon
1131
LifeVantage
LFVN
$83.9M
$24.8K ﹤0.01%
1,895
-2,320
-55% -$30K
FLUT icon
1132
Flutter Entertainment
FLUT
$18.2B
$24.6K ﹤0.01%
86
-171
-67% -$42K
DGX icon
1133
Quest Diagnostics
DGX
$25.7B
$24.5K ﹤0.01%
137
+22
+19% +$3.82K
BMI icon
1134
Badger Meter
BMI
$4.02B
$24.5K ﹤0.01%
100
-100
-50% -$22.7K
MTB icon
1135
M&T Bank
MTB
$36.8B
$24.4K ﹤0.01%
126
+125
+12,500% +$22.1K
EP.PRC icon
1136
El Paso Energy Capital Trust I
EP.PRC
$224M
$24.4K ﹤0.01%
500
– –
RLGT icon
1137
Radiant Logistics
RLGT
$398M
$24.3K ﹤0.01%
4,000
– –
BLOK icon
1138
Amplify Blockchain Technology ETF
BLOK
$1.12B
$24K ﹤0.01%
420
– –
GWX icon
1139
State Street SPDR S&P International Small Cap ETF
GWX
$893M
$23.9K ﹤0.01%
+642
New +$22K
IXC icon
1140
iShares Global Energy ETF
IXC
$2.81B
$23.8K ﹤0.01%
607
-121
-17% -$4.64K
QLTY icon
1141
GMO US Quality ETF
QLTY
$4.97B
$23.8K ﹤0.01%
695
– –
NWSA icon
1142
News Corp Class A
NWSA
$15.3B
$23.8K ﹤0.01%
800
– –
FV icon
1143
First Trust Dorsey Wright Focus 5 ETF
FV
$3.73B
$23.7K ﹤0.01%
400
– –
PAAS icon
1144
Pan American Silver
PAAS
$19.1B
$23.7K ﹤0.01%
834
– –
MTD icon
1145
Mettler-Toledo International
MTD
$28.7B
$23.5K ﹤0.01%
20
– –
SPPP
1146
Sprott Physical Platinum and Palladium Trust
SPPP
$612M
$23.5K ﹤0.01%
2,000
– –
JBL icon
1147
Jabil
JBL
$36B
$22.9K ﹤0.01%
105
+32
+44% +$5.19K
HTGC icon
1148
Hercules Capital
HTGC
$3.15B
$22.9K ﹤0.01%
1,250
– –
TEI
1149
Templeton Emerging Markets Income Fund
TEI
$315M
$22.8K ﹤0.01%
3,800
– –
TOST icon
1150
Toast
TOST
$19.4B
$22.8K ﹤0.01%
514
– –
44 45
46
47 48

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DCP
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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.