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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
LYG icon
1501
Lloyds Banking Group
LYG
$90.8B
$3.47K ﹤0.01%
765
– –
SRVR icon
1502
Pacer Data & Infrastructure Real Estate ETF
SRVR
$376M
$3.45K ﹤0.01%
109
– –
KLAC icon
1503
KLA
KLAC
$239B
$3.45K ﹤0.01%
30
– –
BCE icon
1504
BCE
BCE
$20.3B
$3.39K ﹤0.01%
145
– –
TT icon
1505
Trane Technologies
TT
$101B
$3.38K ﹤0.01%
8
– –
BMBL icon
1506
Bumble
BMBL
$403M
$3.35K ﹤0.01%
550
– –
ELI
1507
DELISTED
ELITE PHARMACEUTICAL
ELI
$3.32K ﹤0.01%
5,182
– –
NE icon
1508
Noble Corp
NE
$6.45B
$3.31K ﹤0.01%
117
– –
HYD icon
1509
VanEck High Yield Muni ETF
HYD
$4.42B
$3.31K ﹤0.01%
65
– –
NVT icon
1510
nVent Electric
NVT
$25.8B
$3.25K ﹤0.01%
33
– –
BPYPM
1511
Brookfield Property Partners 6.25% Class A Cumulative Redeemable Preferred Units Series 1
BPYPM
$3.16K ﹤0.01%
200
– –
DEM icon
1512
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.92B
$3.13K ﹤0.01%
68
– –
OTTR icon
1513
Otter Tail
OTTR
$3.79B
$3.12K ﹤0.01%
38
-29
-43% -$2.35K
EXC icon
1514
Exelon
EXC
$47B
$3.11K ﹤0.01%
69
+62
+886% +$2.72K
DXCM icon
1515
DexCom
DXCM
$32.9B
$3.1K ﹤0.01%
46
-600
-93% -$47.5K
MUR icon
1516
Murphy Oil
MUR
$5.55B
$3.07K ﹤0.01%
108
– –
ARKK icon
1517
PUT
ARK Innovation ETF
ARKK
$5.84B
$3K ﹤0.01%
+200
New +$15.3K
FICO icon
1518
Fair Isaac
FICO
$22.6B
$2.99K ﹤0.01%
2
– –
PFFD icon
1519
Global X US Preferred ETF
PFFD
$2.17B
$2.99K ﹤0.01%
154
– –
CNP icon
1520
CenterPoint Energy
CNP
$27.6B
$2.99K ﹤0.01%
+77
New +$2.91K
QURE icon
1521
uniQure
QURE
$3.06B
$2.98K ﹤0.01%
+51
New +$926
AEF
1522
abrdn Emerging Markets Equity Income Fund
AEF
$361M
$2.97K ﹤0.01%
459
– –
ARGX icon
1523
argenx
ARGX
$52B
$2.95K ﹤0.01%
4
– –
BITQ icon
1524
Bitwise Crypto Industry Innovators ETF
BITQ
$395M
$2.93K ﹤0.01%
117
+51
+77% +$1.08K
MTN icon
1525
Vail Resorts
MTN
$5.32B
$2.93K ﹤0.01%
20
+1
+5% +$155
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 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.