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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
VFLO icon
1551
VictoryShares Free Cash Flow ETF
VFLO
$9.09B
$2.5K ﹤0.01%
67
-982
-94% -$35.6K
CNR
1552
Core Natural Resources Inc
CNR
$4.05B
$2.5K ﹤0.01%
30
– –
TFIN icon
1553
Triumph Financial Inc
TFIN
$1.83B
$2.5K ﹤0.01%
50
– –
IXAQW
1554
DELISTED
IX Acquisition Corp. Warrant
IXAQW
$2.5K ﹤0.01%
25,000
– –
WK icon
1555
Workiva
WK
$3.43B
$2.5K ﹤0.01%
29
– –
FETH
1556
Fidelity Ethereum Fund
FETH
$1.01B
$2.49K ﹤0.01%
60
– –
WINA icon
1557
Winmark
WINA
$1.25B
$2.49K ﹤0.01%
5
– –
CHRD icon
1558
Chord Energy
CHRD
$7.84B
$2.48K ﹤0.01%
25
– –
RACE icon
1559
Ferrari
RACE
$70.5B
$2.43K ﹤0.01%
5
– –
SNA icon
1560
Snap-on
SNA
$21.2B
$2.43K ﹤0.01%
7
– –
AVT icon
1561
Avnet
AVT
$7.29B
$2.4K ﹤0.01%
46
– –
AIO
1562
Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
$878M
$2.4K ﹤0.01%
100
– –
SEI
1563
Solaris Energy Infrastructure
SEI
$3.4B
$2.4K ﹤0.01%
+60
New +$1.88K
PCTY icon
1564
Paylocity
PCTY
$7.48B
$2.39K ﹤0.01%
15
– –
NBXG
1565
Neuberger Next Generation Connectivity Fund Inc
NBXG
$1.19B
$2.38K ﹤0.01%
155
– –
KAI icon
1566
Kadant
KAI
$3.83B
$2.38K ﹤0.01%
8
– –
AMRC icon
1567
Ameresco
AMRC
$1.2B
$2.35K ﹤0.01%
70
-12
-15% -$275
GAIA icon
1568
Gaia
GAIA
$47.3M
$2.32K ﹤0.01%
392
+200
+104% +$999
PEBO icon
1569
Peoples Bancorp
PEBO
$1.5B
$2.32K ﹤0.01%
77
+1
+1% +$30
GWRE icon
1570
Guidewire Software
GWRE
$13.1B
$2.3K ﹤0.01%
10
– –
GL icon
1571
Globe Life
GL
$14.3B
$2.29K ﹤0.01%
16
– –
UA icon
1572
Under Armour Class C
UA
$2.83B
$2.29K ﹤0.01%
473
– –
SAH icon
1573
Sonic Automotive
SAH
$2.76B
$2.28K ﹤0.01%
30
– –
QCLN icon
1574
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$605M
$2.25K ﹤0.01%
54
– –
CPRT icon
1575
Copart
CPRT
$27.2B
$2.25K ﹤0.01%
50
-5
-9% -$236
61 62
63
64 65

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DCP
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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.