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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
DDOG icon
1151
Datadog
DDOG
$103B
$23.1K ﹤0.01%
162
– –
ONEQ icon
1152
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.9B
$23.1K ﹤0.01%
259
+1
+0.4% +$84
REMX icon
1153
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.08B
$23K ﹤0.01%
350
– –
JBL icon
1154
Jabil
JBL
$35.6B
$22.8K ﹤0.01%
105
– –
BRO icon
1155
Brown & Brown
BRO
$23.8B
$22.7K ﹤0.01%
242
-3
-1% -$292
ISVL icon
1156
iShares International Developed Small Cap Value Factor ETF
ISVL
$328M
$22.6K ﹤0.01%
500
– –
TTD icon
1157
Trade Desk
TTD
$9.09B
$22.4K ﹤0.01%
456
-200
-30% -$12.7K
SI
1158
DELISTED
SIEMENS AKTIENGESELLSCHAFT ADS
SI
$22.3K ﹤0.01%
165
-100
-38% -$13.5K
IDU icon
1159
iShares US Utilities ETF
IDU
$1.41B
$22.2K ﹤0.01%
200
– –
WVE icon
1160
Wave Life Sciences
WVE
$1.18B
$22K ﹤0.01%
3,000
– –
TECK icon
1161
Teck Resources
TECK
$31.8B
$21.9K ﹤0.01%
500
– –
IXC icon
1162
iShares Global Energy ETF
IXC
$2.8B
$21.9K ﹤0.01%
525
-82
-14% -$3.34K
BCV
1163
Bancroft Fund
BCV
$138M
$21.9K ﹤0.01%
1,000
– –
SGOV icon
1164
iShares 0-3 Month Treasury Bond ETF
SGOV
$100B
$21.9K ﹤0.01%
217
-3,361
-94% -$338K
FLUT icon
1165
Flutter Entertainment
FLUT
$18.2B
$21.8K ﹤0.01%
86
– –
ICF icon
1166
iShares Select U.S. REIT ETF
ICF
$2.1B
$21.7K ﹤0.01%
352
– –
JQUA icon
1167
JPMorgan US Quality Factor ETF
JQUA
$8.48B
$21.6K ﹤0.01%
343
– –
IYG icon
1168
iShares US Financial Services ETF
IYG
$2.21B
$21.5K ﹤0.01%
240
– –
INCY icon
1169
Incyte
INCY
$24.4B
$21.5K ﹤0.01%
253
+250
+8,333% +$19.8K
PECO icon
1170
Phillips Edison & Co
PECO
$5.34B
$21.4K ﹤0.01%
624
– –
EBAY icon
1171
eBay
EBAY
$48.7B
$21.3K ﹤0.01%
234
– –
IHI icon
1172
iShares US Medical Devices ETF
IHI
$3.36B
$21.3K ﹤0.01%
354
-49
-12% -$3K
ISTB icon
1173
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.13B
$21.2K ﹤0.01%
434
+143
+49% +$6.96K
LAZ icon
1174
Lazard
LAZ
$4.26B
$21.1K ﹤0.01%
400
– –
BFC icon
1175
Bank First Corp
BFC
$1.73B
$21.1K ﹤0.01%
174
– –
45 46
47
48 49

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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
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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.