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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
KRG icon
1376
Kite Realty
KRG
$5.58B
$7.49K ﹤0.01%
336
– –
FXH icon
1377
First Trust Health Care AlphaDEX Fund
FXH
$1.06B
$7.46K ﹤0.01%
68
– –
AAPL icon
1378
PUT
Apple
AAPL
$4.51T
$7.46K ﹤0.01%
21
– –
LMNR icon
1379
Limoneira
LMNR
$242M
$7.42K ﹤0.01%
+500
New +$7.73K
FXR icon
1380
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$768M
$7.42K ﹤0.01%
95
– –
VOT icon
1381
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$20B
$7.34K ﹤0.01%
25
– –
JBS
1382
JBS N.V.
JBS
$44.4B
$7.29K ﹤0.01%
488
– –
HLN icon
1383
Haleon
HLN
$43B
$7.16K ﹤0.01%
798
-775
-49% -$7.46K
QQQX icon
1384
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.5B
$7.14K ﹤0.01%
+260
New +$6.97K
PBE icon
1385
Invesco Biotechnology & Genome ETF
PBE
$287M
$6.99K ﹤0.01%
+100
New +$6.76K
OMC icon
1386
Omnicom Group
OMC
$22.3B
$6.93K ﹤0.01%
85
-101
-54% -$7.63K
CRS icon
1387
Carpenter Technology
CRS
$28.5B
$6.88K ﹤0.01%
+28
New +$7.16K
GRF
1388
Eagle Capital Growth Fund
GRF
$41.4M
$6.83K ﹤0.01%
650
– –
LNT icon
1389
Alliant Energy
LNT
$18.3B
$6.74K ﹤0.01%
100
– –
NANC icon
1390
Subversive Congressional Democrats Trading ETF
NANC
$289M
$6.72K ﹤0.01%
150
– –
ARKQ icon
1391
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.05B
$6.69K ﹤0.01%
+60
New +$5.92K
CHD icon
1392
Church & Dwight Co
CHD
$24.4B
$6.66K ﹤0.01%
76
-110
-59% -$10.3K
HCI icon
1393
HCI Group
HCI
$2.3B
$6.53K ﹤0.01%
34
– –
SWZ
1394
Swiss Helvetia Fund
SWZ
$76.8M
$6.49K ﹤0.01%
1,068
– –
CIVB icon
1395
Civista Bancshares
CIVB
$608M
$6.48K ﹤0.01%
319
– –
HOV icon
1396
Hovnanian Enterprises
HOV
$788M
$6.42K ﹤0.01%
50
– –
RSPF icon
1397
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$312M
$6.38K ﹤0.01%
82
– –
KRE icon
1398
State Street SPDR S&P Regional Banking ETF
KRE
$4.75B
$6.33K ﹤0.01%
100
-50
-33% -$3.15K
EMM icon
1399
Global X Emerging Markets ex-China ETF
EMM
$55.9M
$6.29K ﹤0.01%
200
– –
GVA icon
1400
Granite Construction
GVA
$5.38B
$6.25K ﹤0.01%
57
– –
54 55
56
57 58

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DCP
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GCM
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CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
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.