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
OEF icon
1901
CALL
iShares S&P 100 ETF
OEF
$20.1B
– –
-198
Closed -$1.09M
OSK icon
1902
Oshkosh
OSK
$8.79B
– –
-100
Closed -$11.4K
OXSQZ
1903
DELISTED
Oxford Square Capital 6.25% Notes due 2026
OXSQZ
– –
-745
Closed -$18.6K
PBI icon
1904
Pitney Bowes
PBI
$2.4B
– –
-1,670,000
Closed -$18.2M
PCG icon
1905
PG&E
PCG
$38.3B
– –
-15
Closed -$209
PII icon
1906
Polaris
PII
$3.82B
– –
-3,000
Closed -$122K
PODD icon
1907
Insulet
PODD
$11.5B
– –
-50
Closed -$15.7K
POST icon
1908
Post Holdings
POST
$4.14B
– –
-1,000
Closed -$109K
PTLO icon
1909
Portillo's
PTLO
$331M
– –
-476
Closed -$5.55K
RBA icon
1910
CALL
RB Global
RBA
$20.4B
– –
-775
Closed -$1.02M
RDVT icon
1911
Red Violet
RDVT
$979M
– –
-5,514
Closed -$271K
RIO icon
1912
Rio Tinto
RIO
$158B
– –
-88
Closed -$5.16K
RVTY icon
1913
Revvity
RVTY
$12.6B
– –
-2
Closed -$193
SBLK icon
1914
Star Bulk Carriers
SBLK
$3.21B
– –
-28,199
Closed -$486K
SCS
1915
DELISTED
Steelcase
SCS
– –
-3,060
Closed -$31.9K
SHOE
1916
Shoe Station Group
SHOE
$413M
– –
-250
Closed -$4.68K
SEB icon
1917
Seaboard Corp
SEB
$4.23B
– –
-5
Closed -$14.3K
SH icon
1918
ProShares Short S&P500
SH
$907M
– –
-5,000
Closed -$198K
SHYF
1919
DELISTED
The Shyft Group
SHYF
– –
-609,964
Closed -$7.65M
SHYG icon
1920
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.62B
– –
-33
Closed -$1.42K
SIJ icon
1921
PUT
ProShares UltraShort Industrials
SIJ
$5.89M
– –
-10
Closed -$167K
SLQD icon
1922
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.37B
– –
-418
Closed -$21.1K
SMG icon
1923
ScottsMiracle-Gro
SMG
$3.82B
– –
-24,670
Closed -$1.63M
SNCR
1924
DELISTED
Synchronoss Technologies
SNCR
– –
-134,380
Closed -$921K
SOFI icon
1925
SoFi Technologies
SOFI
$21B
– –
-11,950
Closed -$218K
75 76
77
78 79

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.