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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
BOTZ icon
1301
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.46B
$11.9K ﹤0.01%
335
– –
LENZ
1302
LENZ Therapeutics
LENZ
$158M
$11.6K ﹤0.01%
+250
New +$9.19K
VICI icon
1303
VICI Properties
VICI
$29.3B
$11.6K ﹤0.01%
357
+64
+22% +$2.11K
W icon
1304
Wayfair
W
$15.3B
$11.6K ﹤0.01%
+130
New +$9.52K
UVE icon
1305
Universal Insurance Holdings
UVE
$1.23B
$11.6K ﹤0.01%
441
– –
P
1306
Everpure Inc
P
$27.9B
$11.6K ﹤0.01%
138
-2,200
-94% -$146K
SLVM icon
1307
Sylvamo
SLVM
$1.56B
$11.5K ﹤0.01%
260
– –
CELH icon
1308
Celsius Holdings
CELH
$7.55B
$11.4K ﹤0.01%
199
– –
FXU icon
1309
First Trust Utilities AlphaDEX Fund
FXU
$831M
$11.4K ﹤0.01%
250
– –
BIRK icon
1310
Birkenstock
BIRK
$6.96B
$11.3K ﹤0.01%
+250
New +$12.2K
RF icon
1311
Regions Financial
RF
$27.3B
$11.2K ﹤0.01%
425
– –
HPQ icon
1312
HP
HPQ
$26.4B
$11.1K ﹤0.01%
409
-100
-20% -$2.67K
RRX icon
1313
Regal Rexnord
RRX
$14.6B
$11K ﹤0.01%
77
– –
WDAY icon
1314
Workday
WDAY
$42.3B
$10.9K ﹤0.01%
45
-130
-74% -$30.1K
TGTX icon
1315
TG Therapeutics
TGTX
$7.46B
$10.9K ﹤0.01%
+301
New +$9.91K
TWN
1316
Taiwan Fund
TWN
$512M
$10.8K ﹤0.01%
200
– –
TSAT icon
1317
Telesat
TSAT
$833M
$10.6K ﹤0.01%
400
– –
ARKK icon
1318
ARK Innovation ETF
ARKK
$6.09B
$10.5K ﹤0.01%
122
-29
-19% -$2.22K
MUSA icon
1319
Murphy USA
MUSA
$10.9B
$10.5K ﹤0.01%
27
– –
GT icon
1320
Goodyear
GT
$2.07B
$10.5K ﹤0.01%
1,400
– –
SKYY icon
1321
First Trust Cloud Computing ETF
SKYY
$3.07B
$10.5K ﹤0.01%
78
– –
DDM icon
1322
ProShares Ultra Dow30
DDM
$547M
$10.4K ﹤0.01%
194
– –
SFM icon
1323
Sprouts Farmers Market
SFM
$8.03B
$10.3K ﹤0.01%
95
– –
PFG icon
1324
Principal Financial Group
PFG
$24.7B
$10.3K ﹤0.01%
124
– –
IYR icon
1325
iShares US Real Estate ETF
IYR
$4.67B
$10.3K ﹤0.01%
106
+1
+1% +$96
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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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.