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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
LB
1276
LandBridge Co
LB
$2.05B
$13.3K ﹤0.01%
250
– –
MT icon
1277
ArcelorMittal
MT
$56.7B
$13.3K ﹤0.01%
368
– –
CATH icon
1278
Global X S&P 500 Catholic Values ETF
CATH
$1.34B
$13.3K ﹤0.01%
+164
New +$12.8K
AGX icon
1279
Argan
AGX
$8.66B
$13.2K ﹤0.01%
49
– –
IFN
1280
Aberdeen India Fund
IFN
$506M
$13.2K ﹤0.01%
900
– –
VGM icon
1281
Invesco Trust Investment Grade Municipals
VGM
$553M
$13.1K ﹤0.01%
1,297
-30
-2% -$291
IDCC icon
1282
InterDigital
IDCC
$8.34B
$13.1K ﹤0.01%
38
– –
SMTH icon
1283
ALPS Smith Core Plus Bond ETF
SMTH
$2.99B
$13.1K ﹤0.01%
+500
New +$13K
FOF icon
1284
Cohen & Steers Closed End Opportunity Fund
FOF
$379M
$13K ﹤0.01%
1,000
– –
FXB icon
1285
Invesco CurrencyShares British Pound Sterling Trust
FXB
$64.6M
$12.9K ﹤0.01%
100
– –
CNI icon
1286
Canadian National Railway
CNI
$77B
$12.7K ﹤0.01%
135
– –
JD icon
1287
JD.com
JD
$44.5B
$12.7K ﹤0.01%
363
+300
+476% +$9.77K
WTFC icon
1288
Wintrust Financial
WTFC
$11B
$12.6K ﹤0.01%
95
– –
ILCB icon
1289
iShares Morningstar US Equity ETF
ILCB
$1.31B
$12.6K ﹤0.01%
136
– –
CVR icon
1290
Chicago Rivet & Machine Co
CVR
$9.67M
$12.5K ﹤0.01%
1,200
– –
EWG icon
1291
iShares MSCI Germany ETF
EWG
$1.62B
$12.5K ﹤0.01%
300
– –
EQT icon
1292
EQT Corp
EQT
$33B
$12.5K ﹤0.01%
229
+223
+3,717% +$11.8K
VIS icon
1293
Vanguard Industrials ETF
VIS
$8.43B
$12.4K ﹤0.01%
42
– –
WTW icon
1294
Willis Towers Watson
WTW
$31.5B
$12.4K ﹤0.01%
36
– –
OMER icon
1295
Omeros
OMER
$937M
$12.3K ﹤0.01%
3,000
-2,800
-48% -$11.1K
XPEV icon
1296
XPeng
XPEV
$11.5B
$12.2K ﹤0.01%
+520
New +$10.4K
RSPT icon
1297
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.87B
$12.2K ﹤0.01%
273
– –
SGOL icon
1298
abrdn Physical Gold Shares ETF
SGOL
$6.96B
$12.1K ﹤0.01%
330
– –
GRAB icon
1299
Grab
GRAB
$15.2B
$12K ﹤0.01%
2,000
– –
FSM icon
1300
Fortuna Silver Mines
FSM
$2.74B
$11.9K ﹤0.01%
1,332
– –
50 51
52
53 54

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DCP
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GCM
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CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
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.