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
+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
TLGYW
1626
DELISTED
TLGY Acquisition Corporation Warrant
TLGYW
$1.25K ﹤0.01%
5,000
– –
AMRC icon
1627
Ameresco
AMRC
$1.2B
$1.25K ﹤0.01%
82
– –
SSD icon
1628
Simpson Manufacturing
SSD
$7.91B
$1.24K ﹤0.01%
+8
New +$1.24K
LWLG icon
1629
Lightwave Logic
LWLG
$1.05B
$1.24K ﹤0.01%
+1,000
New +$1.05K
NFJ
1630
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.42B
$1.24K ﹤0.01%
100
– –
LYFT icon
1631
Lyft
LYFT
$6.22B
$1.23K ﹤0.01%
78
– –
DAR icon
1632
Darling Ingredients
DAR
$9.5B
$1.21K ﹤0.01%
32
– –
VTRS icon
1633
Viatris
VTRS
$20.5B
$1.2K ﹤0.01%
134
-33
-20% -$279
SUSA icon
1634
iShares ESG Optimized MSCI USA ETF
SUSA
$4.08B
$1.14K ﹤0.01%
9
– –
GFEB icon
1635
FT Vest US Equity Moderate Buffer ETF February
GFEB
$380M
$1.13K ﹤0.01%
29
-536
-95% -$20K
SAIC icon
1636
Saic
SAIC
$5.08B
$1.13K ﹤0.01%
10
– –
BOE icon
1637
BlackRock Enhanced Global Dividend Trust
BOE
$676M
$1.11K ﹤0.01%
98
– –
LILAK icon
1638
Liberty Latin America Class C
LILAK
$1.67B
$1.09K ﹤0.01%
194
– –
BMEZ icon
1639
BlackRock Health Sciences Trust II
BMEZ
$974M
$1.08K ﹤0.01%
76
– –
BXP icon
1640
Boston Properties
BXP
$11.2B
$1.08K ﹤0.01%
+16
New +$1.07K
MEGI
1641
MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI
$793M
$1.07K ﹤0.01%
75
– –
FTSL icon
1642
First Trust Senior Loan Fund ETF
FTSL
$2.32B
$1.05K ﹤0.01%
23
– –
GSHD icon
1643
Goosehead Insurance
GSHD
$2.33B
$1.05K ﹤0.01%
+10
New +$1.06K
MAA icon
1644
Mid-America Apartment Communities
MAA
$15.5B
$1.04K ﹤0.01%
+7
New +$1.09K
AGYS icon
1645
Agilysys
AGYS
$3.09B
$1.03K ﹤0.01%
+9
New +$812
USPH icon
1646
US Physical Therapy
USPH
$1.18B
$1.02K ﹤0.01%
+13
New +$958
DRRX
1647
DELISTED
DURECT Corp
DRRX
$1.02K ﹤0.01%
1,600
– –
MRAM icon
1648
Everspin Technologies
MRAM
$362M
$1.01K ﹤0.01%
160
– –
LOMA
1649
Loma Negra
LOMA
$1.33B
$998 ﹤0.01%
91
– –
ALK icon
1650
Alaska Air
ALK
$5.6B
$990 ﹤0.01%
20
– –
64 65
66
67 68

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.