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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
LUMN icon
1201
Lumen
LUMN
$6.91B
$18.7K ﹤0.01%
3,060
– –
FTC icon
1202
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.38B
$18.6K ﹤0.01%
116
– –
ALAB icon
1203
Astera Labs
ALAB
$62B
$18.6K ﹤0.01%
95
-242
-72% -$39.8K
NIO icon
1204
NIO
NIO
$11.9B
$18.5K ﹤0.01%
2,426
-650
-21% -$3.5K
LFVN icon
1205
LifeVantage
LFVN
$86.2M
$18.4K ﹤0.01%
1,895
– –
BABA icon
1206
Alibaba
BABA
$309B
$18.4K ﹤0.01%
103
-38
-27% -$4.98K
BG icon
1207
Bunge Global
BG
$20.5B
$18.3K ﹤0.01%
225
– –
RSPG icon
1208
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$557M
$18.2K ﹤0.01%
228
-20
-8% -$1.53K
NUE icon
1209
Nucor
NUE
$62.4B
$18K ﹤0.01%
133
– –
VLUE icon
1210
iShares MSCI USA Value Factor ETF
VLUE
$9.45B
$17.9K ﹤0.01%
143
+1
+0.7% +$118
TYL icon
1211
Tyler Technologies
TYL
$12.8B
$17.8K ﹤0.01%
34
– –
IQLT icon
1212
iShares MSCI Intl Quality Factor ETF
IQLT
$14B
$17.3K ﹤0.01%
392
– –
OGN icon
1213
Organon & Co
OGN
$3.56B
$17.3K ﹤0.01%
1,616
-20
-1% -$196
FTA icon
1214
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.41B
$17.2K ﹤0.01%
207
– –
EMB icon
1215
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.7B
$17.2K ﹤0.01%
181
-50
-22% -$4.68K
QQQ icon
1216
PUT
Invesco QQQ Trust
QQQ
$485B
$17.1K ﹤0.01%
+34
New +$19.5K
SMCI icon
1217
Super Micro Computer
SMCI
$20.5B
$17.1K ﹤0.01%
356
– –
PBPB
1218
DELISTED
Potbelly
PBPB
$17K ﹤0.01%
1,000
-331,912
-100% -$4.5M
SLF icon
1219
Sun Life Financial
SLF
$45.6B
$17K ﹤0.01%
283
– –
SPMB icon
1220
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$7B
$16.9K ﹤0.01%
754
– –
FANG icon
1221
Diamondback Energy
FANG
$54B
$16.9K ﹤0.01%
118
-82
-41% -$11.7K
LOUP
1222
Innovator Deepwater Frontier Tech ETF
LOUP
$214M
$16.6K ﹤0.01%
225
– –
AI icon
1223
C3.ai
AI
$1.56B
$16.6K ﹤0.01%
955
+530
+125% +$11.1K
SONY icon
1224
Sony
SONY
$131B
$16.6K ﹤0.01%
575
+100
+21% +$2.69K
AVEM icon
1225
Avantis Emerging Markets Equity ETF
AVEM
$26.4B
$16.5K ﹤0.01%
220
– –
47 48
49
50 51

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.