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Ancora Advisors, LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Ancora Advisors, LLC with $5.0B in long positions as of Q3 2025, 22% allocated to ETF, and 28% concentrated in top 10 positions.

Portfolio Value
$5.0B
Top 10 Concentration
28%
Top Sector
ETF (22%)
US Exposure
95%
Market Cap Focus
Large Cap
Countries
20

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 22.00%ETFIndustrials: 18.40%IndustrialsConsumer Cyclical: 12.70%Consumer CyclicalTechnology: 12.60%TechnologyFinancial Services: 8.80%Financial ServicesHealthcare: 5.70%Communication Services: 3.90%Energy: 2.80%Consumer Defensive: 2.60%Basic Materials: 2.40%Real Estate: 1.80%Utilities: 1.20%
ETF
22.00%
Industrials
18.40%
Consumer Cyclical
12.70%
Technology
12.60%
Financial Services
8.80%
Healthcare
5.70%
Communication Services
3.90%
Energy
2.80%
Consumer Defensive
2.60%
Basic Materials
2.40%
Real Estate
1.80%
Utilities
1.20%

Industry Breakdown

134 industries across all sectors

ETF: 22.02%ETFRailroads: 6.80%Auto - Parts: 4.68%Semiconductors: 4.49%Drug Manufacturers - General: 2.99%Internet Content & Information: 2.98%Software - Infrastructure: 2.93%Industrial - Machinery: 2.83%Consumer Electronics: 2.81%Banks - Diversified: 2.77%Packaging & Containers: 2.60%Aerospace & Defense: 2.06%Financial - Capital Markets: 2.03%Chemicals - Specialty: 1.50%Specialty Business Services: 1.45%Specialty Retail: 1.36%REIT - Specialty: 1.26%Information Technology Services: 1.23%Conglomerates: 1.21%Medical - Healthcare Information Services: 1.05%Home Improvement: 1.05%Oil & Gas Exploration & Production: 1.05%Insurance - Diversified: 1.00%Asset Management: 0.99%Oil & Gas Integrated: 0.98%Household & Personal Products: 0.92%Integrated Freight & Logistics: 0.89%Financial - Credit Services: 0.89%Travel Lodging: 0.86%105 more: 15.24%105 more
ETF
ETF
22.02%
Railroads
Industrials
6.80%
Auto - Parts
Consumer Cyclical
4.68%
Semiconductors
Technology
4.49%
Drug Manufacturers - General
Healthcare
2.99%
Internet Content & Information
Communication Services
2.98%
Software - Infrastructure
Technology
2.93%
Industrial - Machinery
Industrials
2.83%
Consumer Electronics
Technology
2.81%
Banks - Diversified
Financial Services
2.77%
Packaging & Containers
Consumer Cyclical
2.60%
Aerospace & Defense
Industrials
2.06%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 25.86%Mega Cap (> $200B)Large Cap ($10B - $200B): 27.91%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 13.80%Mid Cap ($2B - $10B)Small Cap ($300M - $2B): 6.70%Micro Cap ($50M - $300M): 1.03%Nano Cap (< $50M): 0.79%N/A (ETF or Unknown): 23.91%N/A (ETF or Unknown)
Mega Cap (> $200B)
25.86%
Large Cap ($10B - $200B)
27.91%
Mid Cap ($2B - $10B)
13.80%
Small Cap ($300M - $2B)
6.70%
Micro Cap ($50M - $300M)
1.03%
Nano Cap (< $50M)
0.79%
N/A (ETF or Unknown)
23.91%

Portfolio Concentration

Top 10 Holdings %
28.13%
Top 20 Holdings %
40.59%
Top 50 Holdings %
59.66%
Top 100 Holdings %
74.24%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
95.04%
International
4.96%
Countries
20
Largest Int'l Market
Ireland - 2.59%
United States of America
95.04% ($4.7B)
1,678 holdings
Ireland
2.59% ($128.4M)
14 holdings
Canada
1.55% ($76.9M)
46 holdings
United Kingdom
0.68% ($33.5M)
13 holdings
Switzerland
0.04% ($2.2M)
7 holdings
Israel
0.03% ($1.3M)
4 holdings
Taiwan
0.02% ($957.4K)
1 holdings
Bermuda
0.02% ($895.0K)
9 holdings
Singapore
0.01% ($705.2K)
3 holdings
Uruguay
0.00% ($177.6K)
1 holdings
Hong Kong
0.00% ($146.5K)
1 holdings
Brazil
0.00% ($92.1K)
2 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
37 quarters
Avg. Top 20
36.9 quarters
Avg. All Positions
15.1 quarters
Median Holding Period
10 quarters
Persistence Rate
74.99%
Persistent Holdings Weight
91.57%
Persistent Positions
1,343
Longest Held
SPDR S&P 500 ETF Trust logo
SPDR S&P 500 ETF TrustSPY - 49 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.02%
Avg. Position Weight
0.06%
Largest Position
Norfolk Southern Corp. logo
Norfolk Southern Corp.NSC - 5.04%
Largest Ownership Stake
Magnera Corporation logo
Magnera CorporationMAGN - 4.88%
Avg. Ownership Stake
0.45%
Ownership Stake >5%
0
Ownership Stake >1%
23

Historical (Since Q2 2013)

Avg. New Position
0.06%
Avg. Ownership Stake
0.61%
Largest Position
WisdomTree Emerging Markets Local Debt Fund logo
WisdomTree Emerging Markets Local Debt FundELD - 21.54% (Q2 2013)
Largest Ownership Stake
180 Degree Capital Corp. logo
180 Degree Capital Corp.TURN - 9.81% (Q1 2017)

Portfolio Turnover

Current Quarter

Turnover Ratio
8.0%
Value Traded
$396.33M
Positions Added
67
Positions Exited
112

Historical (Since Q2 2013)

Avg. Turnover Ratio
36.4%
Avg. Positions Added
128
Avg. Positions Exited
133
Highest Turnover
1282.4%
Q1 2015
Lowest Turnover
5.0%
Q2 2023

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