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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
SPYM
1926
State Street SPDR Portfolio S&P 500 ETF
SPYM
$161B
– –
-2,316
Closed -$168K
SRAD icon
1927
Sportradar
SRAD
$4.3B
– –
-3,460
Closed -$97.2K
STR
1928
DELISTED
Sitio Royalties
STR
– –
-970
Closed -$17.8K
SUSA icon
1929
iShares ESG Optimized MSCI USA ETF
SUSA
$4.01B
– –
-9
Closed -$1.14K
SVV icon
1930
Savers
SVV
$1.58B
– –
-37,870
Closed -$386K
TBIL
1931
F/m US Treasury 3 Month Bill Fund
TBIL
$7.19B
– –
-53
Closed -$2.65K
TEI
1932
Templeton Emerging Markets Income Fund
TEI
$314M
– –
-3,800
Closed -$22.8K
TSN icon
1933
Tyson Foods
TSN
$20.4B
– –
-4
Closed -$224
TSQ icon
1934
Townsquare Media
TSQ
$106M
– –
-7,053
Closed -$55.8K
TURN
1935
DELISTED
180 Degree Capital
TURN
– –
-89,078
Closed -$354K
TW icon
1936
Tradeweb Markets
TW
$21.4B
– –
-450
Closed -$65.9K
UEIC icon
1937
Universal Electronics
UEIC
$57.8M
– –
-55,205
Closed -$365K
UNH icon
1938
PUT
UnitedHealth
UNH
$376B
– –
-41
Closed -$38.4K
USCI icon
1939
US Commodity Index
USCI
$369M
– –
-150
Closed -$11K
VLY icon
1940
Valley National Bancorp
VLY
$7.9B
– –
-478
Closed -$4.27K
VNM icon
1941
VanEck Vietnam ETF
VNM
$491M
– –
-10,000
Closed -$138K
VRA icon
1942
Vera Bradley
VRA
$97M
– –
-57,253
Closed -$127K
VVR icon
1943
Invesco Senior Income Trust
VVR
$457M
– –
-500
Closed -$1.9K
WBA
1944
CALL
DELISTED
Walgreens Boots Alliance
WBA
– –
-800
Closed -$148K
WBA
1945
DELISTED
Walgreens Boots Alliance
WBA
– –
-9,500
Closed -$109K
WHG icon
1946
Westwood Holdings Group
WHG
$182M
– –
-10,009
Closed -$156K
WOLF icon
1947
Wolfspeed
WOLF
$1.23B
– –
-35
Closed -$14
Z icon
1948
Zillow
Z
$7.79B
– –
-40
Closed -$2.8K
GTM
1949
ZoomInfo Technologies
GTM
$973M
– –
-800
Closed -$8.1K
ZIMV
1950
DELISTED
ZimVie
ZIMV
– –
-269,799
Closed -$2.52M
76 77
78
79 80

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DCP
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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
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VDI
Vaughan David Investments Peoria, Illinois $4.73B AUM 19.55% 1-Year Est. Return
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.