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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
BSJU icon
1851
Invesco BulletShares 2030 High Yield Corporate Bond ETF
BSJU
$303M
– –
-1,394
Closed -$36.3K
CABO icon
1852
Cable One
CABO
$227M
– –
-500
Closed -$67.9K
CC icon
1853
Chemours
CC
$2.5B
– –
-20
Closed -$229
CET
1854
Central Securities Corp
CET
$1.58B
– –
-546
Closed -$26.1K
CHCT
1855
Community Healthcare Trust
CHCT
$523M
– –
-625
Closed -$10.4K
CHX
1856
DELISTED
ChampionX
CHX
– –
-4,780
Closed -$119K
CLVT icon
1857
Clarivate
CLVT
$1.27B
– –
-8,000
Closed -$34.4K
CMTL icon
1858
CALL
Comtech Telecommunications
CMTL
$50.3M
– –
-200
Closed -$500
CNNE icon
1859
Cannae Holdings
CNNE
$639M
– –
-235,677
Closed -$4.91M
CSX icon
1860
CALL
CSX Corp
CSX
$93.4B
– –
-20,025
Closed -$2.28M
DDD icon
1861
3D Systems Corp
DDD
$431M
– –
-300
Closed -$462
DLHC icon
1862
DLH Holdings
DLHC
$70.7M
– –
-42,738
Closed -$250K
DLTR icon
1863
Dollar Tree
DLTR
$24.4B
– –
-20,090
Closed -$1.99M
DNUT icon
1864
Krispy Kreme
DNUT
$548M
– –
-20,000
Closed -$58.2K
DRRX
1865
DELISTED
DURECT Corp
DRRX
– –
-1,600
Closed -$1.02K
ELA icon
1866
Envela
ELA
$563M
– –
-17,493
Closed -$107K
EXP icon
1867
Eagle Materials
EXP
$6.29B
– –
-54
Closed -$10.9K
FLTB icon
1868
Fidelity Limited Term Bond ETF
FLTB
$414M
– –
-3,900
Closed -$197K
FTSL icon
1869
First Trust Senior Loan Fund ETF
FTSL
$2.32B
– –
-23
Closed -$1.05K
FXC icon
1870
Invesco CurrencyShares Canadian Dollar Trust
FXC
$73.2M
– –
-1,000
Closed -$71.8K
GFEB icon
1871
FT Vest US Equity Moderate Buffer ETF February
GFEB
$380M
– –
-29
Closed -$1.13K
GSAT icon
1872
Globalstar
GSAT
$10.7B
– –
-2,500
Closed -$58.9K
HEPA
1873
DELISTED
Hepion Pharmaceuticals
HEPA
$0 ﹤0.01%
+1
New –
HES
1874
DELISTED
Hess
HES
– –
-1,430
Closed -$198K
HSIC icon
1875
Henry Schein
HSIC
$9.77B
– –
-170
Closed -$12.4K
73 74
75
76 77

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DCP
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GCM
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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
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VDI
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MA
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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.