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AA

Ancora Advisors Portfolio holdings

AUM $5.19B
1-Year Est. Return 23.19%
This Fund
S&P 500
This Quarter Est. Return
+8.88%
1 Year Est. Return
+23.19%
3 Year Est. Return
+74.21%
5 Year Est. Return
+90.38%
10 Year Est. Return
+426.77%
AUM
$4.82B
AUM Growth
+$340M
Cap. Flow
+$8.94M
Cap. Flow %
0.19%
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 Miscellaneous 23.98%
2 Industrials 20.33%
3 Technology 13.14%
4 Consumer Discretionary 12.62%
5 Financials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CF icon
1851
CF Industries
CF
$20B
– –
-3
Closed -$234
CLX icon
1852
Clorox
CLX
$10.3B
– –
-1
Closed -$147
CRBU icon
1853
Caribou Biosciences
CRBU
$134M
– –
-34,000
Closed -$31K
CRGY icon
1854
Crescent Energy
CRGY
$4.76B
– –
-3,287
Closed -$37K
CRK icon
1855
Comstock Resources
CRK
$3.85B
– –
-500
Closed -$10.2K
CSX icon
1856
PUT
CSX Corp
CSX
$88.7B
– –
-1,144
Closed -$183K
CULP icon
1857
Culp Inc
CULP
$45.5M
– –
-143,975
Closed -$720K
DBMF icon
1858
iMGP DBi Managed Futures Strategy ETF
DBMF
$4.31B
– –
-51,491
Closed -$1.3M
DFS
1859
DELISTED
Discover Financial Services
DFS
– –
-10,110
Closed -$1.73M
DGS icon
1860
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.72B
– –
-143
Closed -$6.91K
DIVB icon
1861
iShares Core Dividend ETF
DIVB
$2.02B
– –
-299
Closed -$14.5K
DVN icon
1862
Devon Energy
DVN
$53.3B
– –
-7
Closed -$262
EBND icon
1863
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.26B
– –
-301
Closed -$6.04K
EHTH icon
1864
eHealth
EHTH
$27.5M
– –
-30,475
Closed -$204K
ENPH icon
1865
Enphase Energy
ENPH
$4.7B
– –
-30
Closed -$1.86K
EPAM icon
1866
EPAM Systems
EPAM
$6.04B
– –
-1
Closed -$169
EXK
1867
Endeavour Silver
EXK
$2.82B
– –
-76,306
Closed -$326K
EZU icon
1868
iShare MSCI Eurozone ETF
EZU
$9.58B
– –
-10
Closed -$532
FLJP icon
1869
Franklin FTSE Japan ETF
FLJP
$4.14B
– –
-220
Closed -$6.47K
FOLD
1870
DELISTED
Amicus Therapeutics
FOLD
– –
-2,694
Closed -$22K
FTK icon
1871
Flotek Industries
FTK
$1.02B
– –
-37,640
Closed -$314K
GGG icon
1872
Graco
GGG
$12.4B
– –
-318
Closed -$26.6K
GOCO
1873
DELISTED
GoHealth
GOCO
– –
-20,869
Closed -$256K
B
1874
Barrick Mining
B
$70B
– –
-27
Closed -$525
GSBD icon
1875
Goldman Sachs BDC
GSBD
$1.1B
– –
-14,752
Closed -$172K
73 74
75
76 77

Similar funds

SFG
SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return
LNWTC
Laird Norton Wetherby Trust Company Seattle, Washington $5.21B AUM 31.48% 1-Year Est. Return
DFO
Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
CFC
Cincinnati Financial Corp Fairfield, Ohio $5.23B AUM 22.72% 1-Year Est. Return
CCM
Context Capital Management Lajolla, California $5.15B AUM 1.28% 1-Year Est. Return
SB
SIG Brokerage New York $5.15B AUM 78.53% 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 Miscellaneous at 24% of assets, down from 24% a quarter earlier, followed by Industrials and Technology.

  • 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.