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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
CALF icon
1426
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.75B
$5.25K ﹤0.01%
120
-51
-30% -$2.15K
EA icon
1427
Electronic Arts
EA
$53B
$5.24K ﹤0.01%
26
– –
CAOS icon
1428
Alpha Architect Tail Risk ETF
CAOS
$719M
$5.19K ﹤0.01%
58
-4,112
-99% -$367K
WMG icon
1429
Warner Music
WMG
$13.3B
$5.11K ﹤0.01%
150
– –
HAL icon
1430
Halliburton
HAL
$26.8B
$5.09K ﹤0.01%
207
– –
ANIX icon
1431
Anixa Biosciences
ANIX
$117M
$5.02K ﹤0.01%
1,522
– –
NNN icon
1432
NNN REIT
NNN
$8.92B
$4.98K ﹤0.01%
117
– –
CWB icon
1433
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.72B
$4.98K ﹤0.01%
55
– –
PTON icon
1434
Peloton Interactive
PTON
$2.83B
$4.95K ﹤0.01%
550
– –
FOXA icon
1435
Fox Class A
FOXA
$24.5B
$4.86K ﹤0.01%
77
– –
OC icon
1436
Owens Corning
OC
$11.7B
$4.81K ﹤0.01%
34
– –
DCH
1437
Dauch Corp
DCH
$1.38B
$4.81K ﹤0.01%
800
-878
-52% -$4.7K
BAX icon
1438
Baxter International
BAX
$14.3B
$4.8K ﹤0.01%
211
+11
+6% +$279
ABVEW
1439
DELISTED
Above Food Ingredients Inc Warrants
ABVEW
$4.79K ﹤0.01%
19,968
-24,767
-55% -$4.87K
ACHR icon
1440
Archer Aviation
ACHR
$3.86B
$4.79K ﹤0.01%
+500
New +$4.95K
SLYV icon
1441
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.03B
$4.79K ﹤0.01%
54
– –
FTRI icon
1442
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$124M
$4.76K ﹤0.01%
313
– –
AVGO icon
1443
PUT
Broadcom
AVGO
$1.95T
$4.74K ﹤0.01%
20
– –
MTG icon
1444
MGIC Investment
MTG
$6.32B
$4.65K ﹤0.01%
164
– –
TBT icon
1445
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$312M
$4.63K ﹤0.01%
137
– –
AOM icon
1446
iShares Core Moderate Allocation ETF
AOM
$1.77B
$4.57K ﹤0.01%
96
– –
ILMN icon
1447
Illumina
ILMN
$29.9B
$4.56K ﹤0.01%
+48
New +$4.76K
MACE
1448
DELISTED
MACE SECURITY INTL INC NEW
MACE
$4.52K ﹤0.01%
8,378
– –
PSNL icon
1449
Personalis
PSNL
$1.43B
$4.5K ﹤0.01%
+690
New +$3.93K
VKTX icon
1450
Viking Therapeutics
VKTX
$3.83B
$4.49K ﹤0.01%
171
-2
-1% -$60
56 57
58
59 60

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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
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
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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.