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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
AMH icon
1501
American Homes 4 Rent
AMH
$12.4B
$3.03K ﹤0.01%
+84
New +$3.11K
FIVE icon
1502
Five Below
FIVE
$12B
$3.02K ﹤0.01%
+23
New +$2.24K
DOCS icon
1503
Doximity
DOCS
$3.89B
$3.01K ﹤0.01%
+49
New +$2.73K
BPYPM
1504
Brookfield Property Partners 6.25% Class A Cumulative Redeemable Preferred Units Series 1
BPYPM
$2.98K ﹤0.01%
200
– –
EXR icon
1505
Extra Space Storage
EXR
$31.6B
$2.95K ﹤0.01%
+20
New +$2.91K
BWA icon
1506
BorgWarner
BWA
$13B
$2.95K ﹤0.01%
88
+6
+7% +$184
UMC icon
1507
United Microelectronic
UMC
$46.9B
$2.92K ﹤0.01%
+381
New +$2.83K
ICLR icon
1508
Icon
ICLR
$12.2B
$2.91K ﹤0.01%
20
– –
PFFD icon
1509
Global X US Preferred ETF
PFFD
$2.17B
$2.9K ﹤0.01%
154
– –
BGY icon
1510
BlackRock Enhanced International Dividend Trust
BGY
$526M
$2.89K ﹤0.01%
499
– –
KLAC icon
1511
KLA
KLAC
$239B
$2.86K ﹤0.01%
30
-10
-25% -$752
AAL icon
1512
American Airlines Group
AAL
$10.6B
$2.84K ﹤0.01%
253
+3
+1% +$32
NUKZ icon
1513
Range Nuclear Renaissance Index ETF
NUKZ
$776M
$2.83K ﹤0.01%
50
– –
Z icon
1514
Zillow
Z
$8.04B
$2.8K ﹤0.01%
+40
New +$2.69K
LZB icon
1515
La-Z-Boy
LZB
$1.64B
$2.79K ﹤0.01%
75
– –
CGNX icon
1516
Cognex
CGNX
$11.2B
$2.76K ﹤0.01%
87
+31
+55% +$888
TFIN icon
1517
Triumph Financial Inc
TFIN
$1.83B
$2.75K ﹤0.01%
50
– –
AEF
1518
abrdn Emerging Markets Equity Income Fund
AEF
$361M
$2.73K ﹤0.01%
459
– –
PCTY icon
1519
Paylocity
PCTY
$7.48B
$2.72K ﹤0.01%
+15
New +$2.82K
CPRT icon
1520
Copart
CPRT
$27.2B
$2.7K ﹤0.01%
55
+50
+1,000% +$2.8K
FDN icon
1521
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.33B
$2.69K ﹤0.01%
10
– –
AOA icon
1522
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.22B
$2.67K ﹤0.01%
32
– –
TBIL
1523
F/m US Treasury 3 Month Bill Fund
TBIL
$7.18B
$2.65K ﹤0.01%
53
-57
-52% -$2.85K
OLLI icon
1524
Ollie's Bargain Outlet
OLLI
$4.51B
$2.64K ﹤0.01%
+20
New +$2.29K
DBA icon
1525
Invesco DB Agriculture Fund
DBA
$1.24B
$2.62K ﹤0.01%
100
– –
59 60
61
62 63

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 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.