We are live on ! Find out more
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
VPG icon
1576
Vishay Precision Group
VPG
$1.22B
$2.24K ﹤0.01%
+70
New +$2.03K
ESPO icon
1577
VanEck Video Gaming and eSports ETF
ESPO
$246M
$2.18K ﹤0.01%
18
– –
TE
1578
DELISTED
TECO ENERGY INC
TE
$2.18K ﹤0.01%
1,001
+1,000
+100,000% +$2.18K
ATR icon
1579
AptarGroup
ATR
$8.73B
$2.14K ﹤0.01%
16
– –
PKOH icon
1580
Park-Ohio Holdings
PKOH
$581M
$2.12K ﹤0.01%
100
– –
LRN icon
1581
Stride
LRN
$3.41B
$2.08K ﹤0.01%
14
– –
BEPC icon
1582
Brookfield Renewable
BEPC
$6.23B
$2.06K ﹤0.01%
60
– –
JBI icon
1583
Janus International
JBI
$739M
$2.05K ﹤0.01%
208
– –
HPAIW
1584
Helport AI Warrants
HPAIW
$2.04K ﹤0.01%
10,349
-100
-1% -$19
TRI icon
1585
Thomson Reuters
TRI
$44.4B
$2.02K ﹤0.01%
13
– –
ILS
1586
Brookmont Catastrophic Bond ETF
ILS
$81.5M
$2.02K ﹤0.01%
100
– –
TALO icon
1587
Talos Energy
TALO
$2.48B
$1.98K ﹤0.01%
206
+100
+94% +$897
AMODW
1588
Alpha Modus Holdings Warrant
AMODW
$330K
$1.96K ﹤0.01%
24,981
-3,019
-11% -$301
ELS icon
1589
Equity Lifestyle Properties
ELS
$12.7B
$1.94K ﹤0.01%
32
– –
SPR
1590
DELISTED
Spirit AeroSystems
SPR
$1.94K ﹤0.01%
50
-100
-67% -$4K
FA icon
1591
First Advantage
FA
$3.5B
$1.92K ﹤0.01%
125
– –
BL icon
1592
BlackLine
BL
$1.92B
$1.91K ﹤0.01%
36
– –
WGO icon
1593
Winnebago Industries
WGO
$885M
$1.91K ﹤0.01%
57
– –
BAH icon
1594
Booz Allen Hamilton
BAH
$8.56B
$1.9K ﹤0.01%
19
-125
-87% -$13.4K
COTY icon
1595
Coty
COTY
$2.46B
$1.89K ﹤0.01%
468
– –
DT icon
1596
Dynatrace
DT
$12.9B
$1.89K ﹤0.01%
39
– –
EMQQ icon
1597
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$279M
$1.86K ﹤0.01%
+40
New +$1.72K
AOD
1598
abrdn Total Dynamic Dividend Fund
AOD
$1.11B
$1.75K ﹤0.01%
185
– –
REG icon
1599
Regency Centers
REG
$14.7B
$1.75K ﹤0.01%
24
– –
LYFT icon
1600
Lyft
LYFT
$6.22B
$1.72K ﹤0.01%
78
– –
62 63
64
65 66

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.