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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
+8.88%
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
$4.82B
AUM Growth
+$340M
Cap. Flow
+$6.94M
Cap. Flow %
0.14%
Top 10 Hldgs %
27.86%
Holding
2,163
New
317
Increased
533
Reduced
401
Closed
113

Top Buys

Rank Stock Value
1
CSX icon
CSX Corp
CSX
+$59.6M
2
SEE
Sealed Air
SEE
+$56.5M
3
NSC icon
Norfolk Southern
NSC
+$42.6M
4
AMCR icon
Amcor
AMCR
+$40.7M
5
META icon
Meta Platforms (Facebook)
META
+$26.7M

Top Sells

Rank Stock Value
1
X
US Steel
X
+$112M
2
GRBK icon
Green Brick Partners
GRBK
+$67.2M
3
BERY
Berry Global Group, Inc.
BERY
+$58.3M
4
UNH icon
UnitedHealth
UNH
+$32.1M
5
RBA icon
RB Global
RBA
+$19.5M

Sector Composition

Rank Sector Weight
1 Industrials 20.33%
2 Technology 13.14%
3 Consumer Discretionary 12.62%
4 Financials 8.66%
5 Healthcare 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AGX icon
1301
Argan
AGX
$8.74B
$10.8K ﹤0.01%
+49
New +$8.83K
DJT icon
1302
Trump Media & Technology Group
DJT
$2.81B
$10.7K ﹤0.01%
595
– –
ARKK icon
1303
ARK Innovation ETF
ARKK
$6.11B
$10.6K ﹤0.01%
151
+31
+26% +$1.71K
FXU icon
1304
First Trust Utilities AlphaDEX Fund
FXU
$833M
$10.6K ﹤0.01%
250
– –
NIO icon
1305
NIO
NIO
$12B
$10.6K ﹤0.01%
3,076
+2,250
+272% +$8.38K
AI icon
1306
C3.ai
AI
$1.57B
$10.4K ﹤0.01%
+425
New +$9.71K
SGOL icon
1307
abrdn Physical Gold Shares ETF
SGOL
$6.96B
$10.4K ﹤0.01%
330
– –
CHCT
1308
Community Healthcare Trust
CHCT
$512M
$10.4K ﹤0.01%
+625
New +$10.3K
GRAL
1309
GRAIL Inc
GRAL
$3.13B
$10.3K ﹤0.01%
+200
New +$7.24K
FIGB icon
1310
Fidelity Investment Grade Bond ETF
FIGB
$521M
$10.2K ﹤0.01%
+235
New +$10K
GRAB icon
1311
Grab
GRAB
$15.2B
$10.1K ﹤0.01%
2,000
-10,000
-83% -$46.6K
MKSI icon
1312
MKS Inc
MKSI
$21.8B
$10K ﹤0.01%
101
– –
RF icon
1313
Regions Financial
RF
$27.3B
$10K ﹤0.01%
+425
New +$9K
IYR icon
1314
iShares US Real Estate ETF
IYR
$4.67B
$9.96K ﹤0.01%
105
– –
PFG icon
1315
Principal Financial Group
PFG
$24.7B
$9.85K ﹤0.01%
124
+34
+38% +$2.61K
TSAT icon
1316
Telesat
TSAT
$841M
$9.78K ﹤0.01%
400
– –
ALC icon
1317
Alcon
ALC
$34.6B
$9.71K ﹤0.01%
+110
New +$9.87K
REET icon
1318
iShares Global REIT ETF
REET
$5.13B
$9.66K ﹤0.01%
+391
New +$9.47K
VNQI icon
1319
Vanguard Global ex-US Real Estate ETF
VNQI
$3.53B
$9.6K ﹤0.01%
208
-8
-4% -$345
VICI icon
1320
VICI Properties
VICI
$29.2B
$9.55K ﹤0.01%
293
-2,245
-88% -$71.4K
VDE icon
1321
Vanguard Energy ETF
VDE
$9.91B
$9.53K ﹤0.01%
80
– –
ACWX icon
1322
iShares MSCI ACWI ex US ETF
ACWX
$11.8B
$9.51K ﹤0.01%
156
– –
DDM icon
1323
ProShares Ultra Dow30
DDM
$549M
$9.5K ﹤0.01%
194
– –
NBTB icon
1324
NBT Bancorp
NBTB
$2.81B
$9.47K ﹤0.01%
+228
New +$9.49K
SKYY icon
1325
First Trust Cloud Computing ETF
SKYY
$3.07B
$9.46K ﹤0.01%
78
– –
51 52
53
54 55

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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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Ancora Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Ancora Advisors held 2,163 positions worth $4.82B, up 7.6% from $4.48B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Ancora Advisors's Q2 2025 filing shows 317 new, 533 increased, 401 reduced and 113 closed positions. Its largest new stake was Sealed Air: 1,898,485 shares worth $58.9M. The largest sale was US Steel, an estimated $112M.

By sector, the portfolio is most concentrated in Industrials at 20% of assets, up from 17% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q2 2025 buy was Sealed Air: 1,898,485 shares worth $58.9M.
  • Ancora Advisors added most to CSX Corp in Q2 2025, an estimated $59.6M increase.
  • Ancora Advisors's biggest Q2 2025 reduction was Green Brick Partners, cutting an estimated $67.2M.
  • Ancora Advisors fully exited US Steel in Q2 2025, selling an estimated $112M.
  • Ancora Advisors's ten largest holdings make up 28% of its $4.82B portfolio in Q2 2025.
  • Ancora Advisors opened 317 new positions and closed 113 in Q2 2025.
  • Ancora Advisors's portfolio value rose 7.6% quarter-over-quarter to $4.82B.

Based on Ancora Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.