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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
CTAS icon
1326
Cintas
CTAS
$81.5B
$10.2K ﹤0.01%
50
– –
FIGB icon
1327
Fidelity Investment Grade Bond ETF
FIGB
$521M
$10.2K ﹤0.01%
235
– –
ACWX icon
1328
iShares MSCI ACWI ex US ETF
ACWX
$11.7B
$10.1K ﹤0.01%
156
– –
EIX icon
1329
Edison International
EIX
$27.2B
$10.1K ﹤0.01%
183
– –
VDE icon
1330
Vanguard Energy ETF
VDE
$9.91B
$10.1K ﹤0.01%
80
– –
WCN
1331
Waste Connections
WCN
$41.7B
$10K ﹤0.01%
+57
New +$10.4K
VICR icon
1332
Vicor
VICR
$10.4B
$9.94K ﹤0.01%
+200
New +$9.74K
VNQI icon
1333
Vanguard Global ex-US Real Estate ETF
VNQI
$3.53B
$9.83K ﹤0.01%
206
-2
-1% -$94
DJT icon
1334
Trump Media & Technology Group
DJT
$2.86B
$9.77K ﹤0.01%
595
– –
BB icon
1335
BlackBerry
BB
$5.2B
$9.76K ﹤0.01%
2,000
– –
RGNX icon
1336
Regenxbio
RGNX
$659M
$9.65K ﹤0.01%
1,000
– –
OMFL icon
1337
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.86B
$9.64K ﹤0.01%
160
– –
PAYX icon
1338
Paychex
PAYX
$42.2B
$9.63K ﹤0.01%
76
– –
NBTB icon
1339
NBT Bancorp
NBTB
$2.8B
$9.52K ﹤0.01%
228
– –
UAMY icon
1340
United States Antimony
UAMY
$907M
$9.31K ﹤0.01%
1,501
– –
TFSL icon
1341
TFS Financial
TFSL
$5.22B
$9.22K ﹤0.01%
700
+147
+27% +$1.94K
TMFC icon
1342
Motley Fool 100 Index ETF
TMFC
$2.13B
$9.17K ﹤0.01%
+130
New +$8.72K
FIX icon
1343
Comfort Systems
FIX
$62.5B
$9.08K ﹤0.01%
11
– –
VDC icon
1344
Vanguard Consumer Staples ETF
VDC
$8B
$8.98K ﹤0.01%
42
-46
-52% -$10.1K
CRL icon
1345
Charles River Laboratories
CRL
$11.3B
$8.92K ﹤0.01%
57
– –
RLGT icon
1346
Radiant Logistics
RLGT
$399M
$8.85K ﹤0.01%
1,500
-2,500
-63% -$15.4K
KRBN icon
1347
KraneShares Global Carbon Strategy ETF
KRBN
$141M
$8.75K ﹤0.01%
270
– –
SANM icon
1348
Sanmina
SANM
$11.1B
$8.75K ﹤0.01%
76
– –
FCFS icon
1349
FirstCash
FCFS
$9.32B
$8.55K ﹤0.01%
54
– –
GEN icon
1350
Gen Digital
GEN
$16.9B
$8.49K ﹤0.01%
299
-12
-4% -$359
52 53
54
55 56

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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.