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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
VCRB icon
1126
Vanguard Core Bond ETF
VCRB
$7.19B
$25.7K ﹤0.01%
328
– –
MOO icon
1127
VanEck Agribusiness ETF
MOO
$976M
$25.7K ﹤0.01%
350
– –
ADPV icon
1128
Adaptiv Select ETF
ADPV
$183M
$25.5K ﹤0.01%
600
– –
VUSB icon
1129
Vanguard Ultra-Short Bond ETF
VUSB
$8.92B
$25.4K ﹤0.01%
509
– –
IBDW icon
1130
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.53B
$25.4K ﹤0.01%
1,195
– –
VTIP icon
1131
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$25.3K ﹤0.01%
+500
New +$25.2K
FLR icon
1132
Fluor
FLR
$7.2B
$25.2K ﹤0.01%
600
– –
STAG icon
1133
STAG Industrial
STAG
$7.28B
$25.2K ﹤0.01%
715
+7
+1% +$250
QLTY icon
1134
GMO US Quality ETF
QLTY
$4.97B
$25.2K ﹤0.01%
695
– –
EP.PRC icon
1135
El Paso Energy Capital Trust I
EP.PRC
$224M
$25K ﹤0.01%
500
– –
MTB icon
1136
M&T Bank
MTB
$36.7B
$24.9K ﹤0.01%
126
– –
MGPI icon
1137
MGP Ingredients
MGPI
$366M
$24.8K ﹤0.01%
1,026
-875
-46% -$25.4K
FV icon
1138
First Trust Dorsey Wright Focus 5 ETF
FV
$3.75B
$24.8K ﹤0.01%
400
– –
IBRX icon
1139
ImmunityBio
IBRX
$7.28B
$24.6K ﹤0.01%
10,000
– –
NWSA icon
1140
News Corp Class A
NWSA
$15.5B
$24.6K ﹤0.01%
800
– –
MTD icon
1141
Mettler-Toledo International
MTD
$28.8B
$24.6K ﹤0.01%
20
– –
NOK icon
1142
Nokia
NOK
$55.4B
$24.4K ﹤0.01%
5,069
– –
PPG icon
1143
PPG Industries
PPG
$26.2B
$24.2K ﹤0.01%
230
-86
-27% -$9.56K
SII
1144
Sprott
SII
$2.7B
$24.1K ﹤0.01%
290
– –
SPG icon
1145
Simon Property Group
SPG
$73.3B
$24K ﹤0.01%
128
– –
VGIT icon
1146
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.7B
$23.9K ﹤0.01%
+398
New +$23.8K
TM icon
1147
Toyota
TM
$224B
$23.9K ﹤0.01%
125
– –
TAIL icon
1148
Cambria Tail Risk ETF
TAIL
$147M
$23.7K ﹤0.01%
+2,000
New +$23.7K
HTGC icon
1149
Hercules Capital
HTGC
$3.16B
$23.6K ﹤0.01%
1,250
– –
WHR icon
1150
Whirlpool
WHR
$2.89B
$23.6K ﹤0.01%
300
-2,500
-89% -$229K
44 45
46
47 48

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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 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.