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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
SAND
176
DELISTED
Sandstorm Gold
SAND
$5.24M 0.1%
418,250
-1,090
-0.3% -$11.6K
IYW icon
177
iShares US Technology ETF
IYW
$23.6B
$5.13M 0.1%
26,199
-9,112
-26% -$1.67M
EZPW icon
178
Ezcorp Inc
EZPW
$1.83B
$5.03M 0.1%
264,370
-490
-0.2% -$7.68K
PSX icon
179
Phillips 66
PSX
$84.9B
$5.01M 0.1%
36,806
-81
-0.2% -$10.4K
JXN icon
180
Jackson Financial
JXN
$8.53B
$4.91M 0.1%
48,480
-44,080
-48% -$4.12M
LOW icon
181
Lowe's Companies
LOW
$117B
$4.78M 0.1%
19,017
-59
-0.3% -$14.5K
DFAU icon
182
Dimensional US Core Equity Market ETF
DFAU
$12.4B
$4.77M 0.1%
104,310
+36,865
+55% +$1.62M
IEMG icon
183
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$4.77M 0.1%
72,405
+45,389
+168% +$2.83M
TJX icon
184
TJX Companies
TJX
$174B
$4.71M 0.09%
32,597
-103
-0.3% -$13.7K
ADBE icon
185
Adobe
ADBE
$99.5B
$4.67M 0.09%
13,253
+3,978
+43% +$1.43M
VVX icon
186
V2X
VVX
$2.83B
$4.52M 0.09%
77,808
+18,730
+32% +$1M
PWP icon
187
Perella Weinberg Partners
PWP
$1.29B
$4.45M 0.09%
208,576
-1,180
-0.6% -$25.2K
IIIN icon
188
Insteel Industries
IIIN
$593M
$4.4M 0.09%
114,849
-8,440
-7% -$319K
JMST icon
189
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.12B
$4.39M 0.09%
86,047
+53,210
+162% +$2.71M
GLD icon
190
SPDR Gold Trust
GLD
$131B
$4.37M 0.09%
12,293
-167
-1% -$53.2K
BNDX icon
191
Vanguard Total International Bond ETF
BNDX
$81.9B
$4.37M 0.09%
88,255
+329
+0.4% +$16.2K
PGR icon
192
Progressive
PGR
$123B
$4.27M 0.09%
17,275
-540
-3% -$133K
PNR icon
193
Pentair
PNR
$10.4B
$4.23M 0.08%
38,190
+150
+0.4% +$16K
SCHF icon
194
Schwab International Equity ETF
SCHF
$66.6B
$4.15M 0.08%
178,462
-4,450
-2% -$101K
CVCO icon
195
Cavco Industries
CVCO
$4.22B
$4.05M 0.08%
6,980
-1,900
-21% -$929K
AGM icon
196
Federal Agricultural Mortgage
AGM
$2.47B
$4.04M 0.08%
24,070
-4,966
-17% -$930K
PSTL
197
Postal Realty Trust
PSTL
$694M
$3.99M 0.08%
254,511
-7,990
-3% -$121K
KVUE icon
198
Kenvue
KVUE
$36.9B
$3.98M 0.08%
245,440
-840,725
-77% -$17.2M
VYX icon
199
NCR Voyix
VYX
$1.14B
$3.91M 0.08%
311,293
-480
-0.2% -$6.33K
DRH icon
200
Diamondrock Hospitality Co
DRH
$2.71B
$3.91M 0.08%
490,740
+40,670
+9% +$329K
6 7
8
9 10

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GCM
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CCWM
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GCL
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KCM
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EI
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VDI
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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.