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
SNRE
1176
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
$20.9K ﹤0.01%
356
– –
PATK icon
1177
Patrick Industries
PATK
$2.88B
$20.9K ﹤0.01%
202
– –
RBLX icon
1178
Roblox
RBLX
$26.4B
$20.8K ﹤0.01%
150
– –
WHF icon
1179
WhiteHorse Finance
WHF
$143M
$20.8K ﹤0.01%
3,000
– –
SPEM icon
1180
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.6B
$20.7K ﹤0.01%
442
+400
+952% +$17.8K
TAK icon
1181
Takeda Pharmaceutical
TAK
$52.9B
$20.7K ﹤0.01%
1,413
– –
JPEM icon
1182
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$393M
$20.6K ﹤0.01%
350
– –
BIP icon
1183
Brookfield Infrastructure Partners
BIP
$18.4B
$20.6K ﹤0.01%
625
– –
TEX icon
1184
Terex
TEX
$7.55B
$20.5K ﹤0.01%
400
– –
UTES icon
1185
Virtus Reaves Utilities ETF
UTES
$1.32B
$20.4K ﹤0.01%
+245
New +$19.5K
TGNA
1186
DELISTED
TEGNA Inc
TGNA
$20.3K ﹤0.01%
1,000
– –
INTF icon
1187
iShares International Equity Factor ETF
INTF
$3.67B
$20.2K ﹤0.01%
563
– –
CHTR icon
1188
Charter Communications
CHTR
$18.3B
$20.1K ﹤0.01%
73
-1
-1% -$302
DOW icon
1189
Dow Inc
DOW
$21.9B
$20.1K ﹤0.01%
875
-321
-27% -$8K
MIST icon
1190
Milestone Pharmaceuticals
MIST
$146M
$20K ﹤0.01%
10,000
– –
TEL icon
1191
TE Connectivity
TEL
$62.9B
$20K ﹤0.01%
91
– –
IVLU icon
1192
iShares MSCI Intl Value Factor ETF
IVLU
$4.5B
$19.7K ﹤0.01%
556
– –
IDVO icon
1193
Amplify International Enhanced Dividend Income ETF
IDVO
$1.36B
$19.7K ﹤0.01%
527
– –
ADSK icon
1194
Autodesk
ADSK
$50.1B
$19.4K ﹤0.01%
61
+10
+20% +$3.05K
SW
1195
Smurfit Westrock
SW
$25.4B
$19.3K ﹤0.01%
454
-300
-40% -$13.6K
ULTA icon
1196
Ulta Beauty
ULTA
$23.4B
$19.1K ﹤0.01%
35
– –
CURB
1197
Curbline Properties
CURB
$3.46B
$19.1K ﹤0.01%
857
– –
NWN icon
1198
Northwest Natural Holdings
NWN
$2.05B
$19.1K ﹤0.01%
+425
New +$17.6K
UPST icon
1199
Upstart Holdings
UPST
$2.9B
$19.1K ﹤0.01%
375
-500
-57% -$35.2K
TOST icon
1200
Toast
TOST
$19.6B
$18.8K ﹤0.01%
514
– –
46 47
48
49 50

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.