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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
CXW icon
1251
CoreCivic
CXW
$2.98B
$15.3K ﹤0.01%
750
– –
FNDC icon
1252
Schwab Fundamental International Small Company Index ETF
FNDC
$3.12B
$15K ﹤0.01%
338
– –
ADM icon
1253
Archer Daniels Midland
ADM
$38.5B
$14.9K ﹤0.01%
250
– –
NFGC
1254
New Found Gold
NFGC
$553M
$14.9K ﹤0.01%
6,300
– –
CMA
1255
DELISTED
Comerica
CMA
$14.7K ﹤0.01%
215
– –
MLPA icon
1256
Global X MLP ETF
MLPA
$2.28B
$14.5K ﹤0.01%
300
– –
NLR icon
1257
VanEck Uranium + Nuclear Energy ETF
NLR
$4.04B
$14.4K ﹤0.01%
106
– –
ASH icon
1258
Ashland
ASH
$3.31B
$14.4K ﹤0.01%
300
– –
AXS icon
1259
AXIS Capital
AXS
$7.57B
$14.4K ﹤0.01%
150
– –
WDFC icon
1260
WD-40
WDFC
$3.17B
$14.2K ﹤0.01%
72
-43
-37% -$9.32K
GRX
1261
Gabelli Healthcare & Wellness Trust
GRX
$143M
$14.1K ﹤0.01%
1,550
– –
CTLP
1262
DELISTED
Cantaloupe
CTLP
$14K ﹤0.01%
1,320
– –
FNDE icon
1263
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.82B
$13.9K ﹤0.01%
385
– –
BRSL
1264
Brightstar Lottery PLC
BRSL
$2.08B
$13.9K ﹤0.01%
804
-1,000
-55% -$16K
APLD icon
1265
Applied Digital
APLD
$9B
$13.8K ﹤0.01%
600
– –
MARA icon
1266
Marathon Digital Holdings
MARA
$4.48B
$13.8K ﹤0.01%
753
– –
WSM icon
1267
Williams-Sonoma
WSM
$29.3B
$13.7K ﹤0.01%
70
– –
OGIG icon
1268
ALPS O'Shares Global Internet Giants ETF
OGIG
$111M
$13.7K ﹤0.01%
+238
New +$13K
PAA icon
1269
Plains All American Pipeline
PAA
$16.6B
$13.6K ﹤0.01%
+800
New +$14.3K
GTLS
1270
DELISTED
Chart Industries
GTLS
$13.6K ﹤0.01%
68
– –
SPIB icon
1271
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$13.6K ﹤0.01%
400
– –
TRNS icon
1272
Transcat
TRNS
$860M
$13.5K ﹤0.01%
185
– –
INOD icon
1273
Innodata
INOD
$2.29B
$13.5K ﹤0.01%
175
– –
REET icon
1274
iShares Global REIT ETF
REET
$5.12B
$13.4K ﹤0.01%
526
+135
+35% +$3.39K
LOAR icon
1275
Loar Holdings
LOAR
$7.07B
$13.4K ﹤0.01%
168
– –
49 50
51
52 53

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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.