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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
HYBB icon
1876
iShares BB Rated Corporate Bond ETF
HYBB
$411M
– –
-438
Closed -$20.6K
HYDB icon
1877
iShares High Yield Systematic Bond ETF
HYDB
$1.61B
– –
-101
Closed -$4.79K
IDA icon
1878
Idacorp
IDA
$8.27B
– –
-3,650
Closed -$421K
IEV icon
1879
iShares Europe ETF
IEV
$1.67B
– –
-25
Closed -$1.58K
IGD
1880
Voya Global Equity Dividend and Premium Opportunity Fund
IGD
$517M
– –
-149
Closed -$864
IGPT icon
1881
Invesco AI and Next Gen Software ETF
IGPT
$1.15B
– –
-137
Closed -$6.73K
JACK icon
1882
Jack in the Box
JACK
$312M
– –
-3,000
Closed -$52.4K
KLG
1883
DELISTED
WK Kellogg Co
KLG
– –
-394
Closed -$6.28K
LBRT icon
1884
Liberty Energy
LBRT
$3.05B
– –
-64
Closed -$735
LNTH icon
1885
Lantheus
LNTH
$6.49B
– –
-50
Closed -$4.09K
LOMA
1886
Loma Negra
LOMA
$1.34B
– –
-91
Closed -$998
MAXN
1887
DELISTED
Maxeon Solar Technologies
MAXN
– –
-6
Closed -$18
MEGI
1888
MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI
$796M
– –
-75
Closed -$1.07K
MIO
1889
DELISTED
Pioneer Municipal High Income Opportunities Fund
MIO
– –
-6,930
Closed -$81.8K
MKSI icon
1890
MKS Inc
MKSI
$20.1B
– –
-101
Closed -$10K
MMT
1891
Aberdeen Multi-Market Income Fund
MMT
$236M
– –
-90
Closed -$423
MOH icon
1892
Molina Healthcare
MOH
$10.2B
– –
-1
Closed -$298
MPAA icon
1893
Motorcar Parts of America
MPAA
$254M
– –
-22,705
Closed -$254K
MXE
1894
Mexico Equity and Income Fund
MXE
– –
-11,920
Closed -$125K
NBIX icon
1895
Neurocrine Biosciences
NBIX
$16.8B
– –
-1,000
Closed -$126K
NICE icon
1896
Nice
NICE
$5.79B
– –
-90
Closed -$15.2K
NNAVW
1897
DELISTED
NextNav Inc Warrant
NNAVW
– –
-161,910
Closed -$1.03M
NRP icon
1898
Natural Resource Partners
NRP
$1.3B
– –
-400
Closed -$38.2K
NUTX
1899
Nutex Health
NUTX
$1.01B
– –
-5,346
Closed -$666K
NVEE
1900
DELISTED
NV5 Global
NVEE
– –
-271
Closed -$6.26K
74 75
76
77 78

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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.