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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
VEGI icon
1351
iShares MSCI Agriculture Producers ETF
VEGI
$146M
$8.05K ﹤0.01%
200
– –
KRBN icon
1352
KraneShares Global Carbon Strategy ETF
KRBN
$140M
$8.02K ﹤0.01%
270
– –
MDYV icon
1353
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.81B
$7.94K ﹤0.01%
100
– –
FNFI
1354
DELISTED
FIRST NILES FINANCIAL INC
FNFI
$7.94K ﹤0.01%
950
– –
FDM icon
1355
First Trust Dow Jones Select MicroCap Index Fund
FDM
$266M
$7.74K ﹤0.01%
108
– –
KRG icon
1356
Kite Realty
KRG
$5.69B
$7.61K ﹤0.01%
+336
New +$7.4K
HYGH icon
1357
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$598M
$7.56K ﹤0.01%
87
+1
+1% +$85
WF icon
1358
Woori Financial
WF
$16.8B
$7.46K ﹤0.01%
150
– –
SANM icon
1359
Sanmina
SANM
$10.4B
$7.43K ﹤0.01%
76
– –
DOC icon
1360
Healthpeak Properties
DOC
$14.9B
$7.41K ﹤0.01%
423
+297
+236% +$5.28K
CIVB icon
1361
Civista Bancshares
CIVB
$607M
$7.4K ﹤0.01%
319
– –
FCFS icon
1362
FirstCash
FCFS
$9.08B
$7.3K ﹤0.01%
54
– –
XHB icon
1363
State Street SPDR S&P Homebuilders ETF
XHB
$1.49B
$7.26K ﹤0.01%
+74
New +$7.04K
NFG icon
1364
National Fuel Gas
NFG
$7.87B
$7.2K ﹤0.01%
+85
New +$6.86K
TFSL icon
1365
TFS Financial
TFSL
$5.17B
$7.16K ﹤0.01%
553
– –
EXPE icon
1366
Expedia Group
EXPE
$35.8B
$7.15K ﹤0.01%
42
+1
+2% +$162
JBS
1367
JBS N.V.
JBS
$45.3B
$7.13K ﹤0.01%
+488
New +$6.87K
VOT icon
1368
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.6B
$7.11K ﹤0.01%
25
– –
UNM icon
1369
Unum
UNM
$14.3B
$7.11K ﹤0.01%
+88
New +$6.95K
FXR icon
1370
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$753M
$7.05K ﹤0.01%
95
– –
FXH icon
1371
First Trust Health Care AlphaDEX Fund
FXH
$1.06B
$7.05K ﹤0.01%
68
– –
SNN icon
1372
Smith & Nephew
SNN
$13.5B
$7.04K ﹤0.01%
+230
New +$6.49K
IIPR icon
1373
Innovative Industrial Properties
IIPR
$1.7B
$7.01K ﹤0.01%
127
– –
LBTYA icon
1374
Liberty Global Class A
LBTYA
$3.71B
$7.01K ﹤0.01%
700
– –
SAP icon
1375
SAP
SAP
$219B
$6.99K ﹤0.01%
+23
New +$6.59K
53 54
55
56 57

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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 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.