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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
RELX icon
1526
RELX
RELX
$63.1B
$2.91K ﹤0.01%
61
– –
UMC icon
1527
United Microelectronic
UMC
$46.9B
$2.89K ﹤0.01%
381
– –
AAL icon
1528
American Airlines Group
AAL
$10.6B
$2.84K ﹤0.01%
253
– –
AOA icon
1529
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.22B
$2.82K ﹤0.01%
32
– –
EXR icon
1530
Extra Space Storage
EXR
$31.6B
$2.82K ﹤0.01%
20
– –
FDN icon
1531
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.33B
$2.8K ﹤0.01%
10
– –
AMH icon
1532
American Homes 4 Rent
AMH
$12.4B
$2.79K ﹤0.01%
84
– –
LEU icon
1533
Centrus Energy
LEU
$3.63B
$2.79K ﹤0.01%
+9
New +$1.99K
JJSF icon
1534
J&J Snack Foods
JJSF
$1.48B
$2.79K ﹤0.01%
29
– –
MPWR icon
1535
Monolithic Power Systems
MPWR
$66B
$2.76K ﹤0.01%
3
– –
WRBY icon
1536
Warby Parker
WRBY
$3.47B
$2.76K ﹤0.01%
100
– –
BBVA icon
1537
Banco Bilbao Vizcaya Argentaria
BBVA
$157B
$2.75K ﹤0.01%
143
– –
TME icon
1538
Tencent Music
TME
$15.6B
$2.71K ﹤0.01%
116
– –
DBA icon
1539
Invesco DB Agriculture Fund
DBA
$1.24B
$2.68K ﹤0.01%
100
– –
CODI icon
1540
Compass Diversified
CODI
$795M
$2.65K ﹤0.01%
400
– –
GLPI icon
1541
Gaming and Leisure Properties
GLPI
$12.7B
$2.6K ﹤0.01%
56
– –
LZB icon
1542
La-Z-Boy
LZB
$1.64B
$2.57K ﹤0.01%
75
– –
OLLI icon
1543
Ollie's Bargain Outlet
OLLI
$4.51B
$2.57K ﹤0.01%
20
– –
PRVA icon
1544
Privia Health
PRVA
$3B
$2.56K ﹤0.01%
103
– –
BMR
1545
DELISTED
BIOMED REALTY TRUST INC
BMR
$2.56K ﹤0.01%
838
+400
+91% +$1.22K
HWM icon
1546
Howmet Aerospace
HWM
$115B
$2.55K ﹤0.01%
13
– –
HOVR icon
1547
New Horizon Aircraft
HOVR
$119M
$2.54K ﹤0.01%
+1,000
New +$1.74K
PEN icon
1548
Penumbra
PEN
$12.7B
$2.53K ﹤0.01%
10
– –
NLY icon
1549
Annaly Capital Management
NLY
$17.2B
$2.53K ﹤0.01%
+125
New +$2.59K
VTR icon
1550
Ventas
VTR
$46.6B
$2.52K ﹤0.01%
36
– –
60 61
62
63 64

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.