We are live on ! Find out more
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
WF icon
1351
Woori Financial
WF
$17B
$8.42K ﹤0.01%
150
– –
SNN icon
1352
Smith & Nephew
SNN
$12.9B
$8.35K ﹤0.01%
230
– –
MDYV icon
1353
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.84B
$8.34K ﹤0.01%
100
– –
HALO icon
1354
Halozyme
HALO
$9.9B
$8.29K ﹤0.01%
113
– –
BKR icon
1355
Baker Hughes
BKR
$61.2B
$8.28K ﹤0.01%
170
– –
IBKR icon
1356
Interactive Brokers
IBKR
$39.7B
$8.26K ﹤0.01%
120
– –
KMX icon
1357
CarMax
KMX
$8.24B
$8.26K ﹤0.01%
184
+46
+33% +$2.75K
ALC icon
1358
Alcon
ALC
$34.5B
$8.2K ﹤0.01%
110
– –
FDM icon
1359
First Trust Dow Jones Select MicroCap Index Fund
FDM
$272M
$8.18K ﹤0.01%
108
– –
TRNO icon
1360
Terreno Realty
TRNO
$7.49B
$8.17K ﹤0.01%
144
– –
XHB icon
1361
State Street SPDR S&P Homebuilders ETF
XHB
$1.54B
$8.17K ﹤0.01%
74
– –
BBAI icon
1362
BigBear.ai
BBAI
$1.52B
$8.15K ﹤0.01%
1,250
+950
+317% +$6.08K
CMC icon
1363
Commercial Metals
CMC
$8.05B
$8.13K ﹤0.01%
142
– –
DOC icon
1364
Healthpeak Properties
DOC
$14.9B
$8.1K ﹤0.01%
423
– –
SOUN icon
1365
SoundHound AI
SOUN
$2.82B
$8.04K ﹤0.01%
+500
New +$6.63K
LBTYA icon
1366
Liberty Global Class A
LBTYA
$3.71B
$8.02K ﹤0.01%
700
– –
NFG icon
1367
National Fuel Gas
NFG
$7.79B
$7.85K ﹤0.01%
85
– –
VEGI icon
1368
iShares MSCI Agriculture Producers ETF
VEGI
$147M
$7.85K ﹤0.01%
200
– –
FNFI
1369
DELISTED
FIRST NILES FINANCIAL INC
FNFI
$7.84K ﹤0.01%
950
– –
HYGH icon
1370
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$596M
$7.72K ﹤0.01%
89
+2
+2% +$173
SPOT icon
1371
Spotify
SPOT
$100B
$7.68K ﹤0.01%
11
-12
-52% -$8.39K
RDW icon
1372
Redwire
RDW
$2.51B
$7.64K ﹤0.01%
+850
New +$9.94K
CMPS
1373
Compass Pathways
CMPS
$1.58B
$7.62K ﹤0.01%
1,330
– –
IGEB icon
1374
iShares Investment Grade Systematic Bond ETF
IGEB
$1.46B
$7.6K ﹤0.01%
165
+113
+217% +$5.15K
EMN icon
1375
Eastman Chemical
EMN
$8.39B
$7.57K ﹤0.01%
120
-2
-2% -$140
53 54
55
56 57

Similar funds

DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
EI
EFG International Zurich $4.67B AUM
VDI
Vaughan David Investments Peoria, Illinois $4.73B AUM 19.55% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

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.