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AA

Ancora Advisors Portfolio holdings

AUM $5.19B
1-Year Est. Return 23.19%
This Fund
S&P 500
This Quarter Est. Return
-0.3%
1 Year Est. Return
+23.19%
3 Year Est. Return
+74.21%
5 Year Est. Return
+90.38%
10 Year Est. Return
+426.77%
AUM
$4.7B
AUM Growth
-$154M
Cap. Flow
-$21.1M
Cap. Flow %
-0.45%
Top 10 Hldgs %
26.23%
Holding
2,736
New
217
Increased
745
Reduced
587
Closed
260

Top Buys

Rank Stock Value
1
WBD icon
Warner Bros
WBD
+$49.4M
2
RYN icon
Rayonier
RYN
+$28M
3
APTV icon
Aptiv
APTV
+$19.7M
4
GILD icon
Gilead Sciences
GILD
+$17.7M
5
UNP icon
Union Pacific
UNP
+$14.6M

Top Sells

Rank Stock Value
1
KVYO icon
Klaviyo
KVYO
+$27.6M
2
AMT icon
American Tower
AMT
+$20.8M
3
PCH
PotlatchDeltic
PCH
+$18.7M
4
RAL
Ralliant Corp
RAL
+$16.8M
5
VEEV icon
Veeva Systems
VEEV
+$13.2M

Sector Composition

Rank Sector Weight
1 Industrials 13.76%
2 Technology 12.95%
3 Consumer Discretionary 11.21%
4 Financials 8.06%
5 Healthcare 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FCX icon
551
Freeport-McMoran
FCX
$112B
$394K 0.01%
6,695
-45
-0.7% -$2.72K
MSA icon
552
Mine Safety
MSA
$7.29B
$393K 0.01%
2,400
-600
-20% -$110K
LXFR icon
553
Luxfer Holdings
LXFR
$458M
$392K 0.01%
32,157
-7,060
-18% -$98.2K
D icon
554
Dominion Energy
D
$58.6B
$388K 0.01%
6,270
– –
SNPS icon
555
Synopsys
SNPS
$75.5B
$388K 0.01%
977
-3
-0.3% -$1.36K
XLF icon
556
State Street Financial Select Sector SPDR ETF
XLF
$56.8B
$384K 0.01%
7,778
+4
+0.1% +$208
IRTC icon
557
iRhythm Holdings
IRTC
$4.13B
$381K 0.01%
3,230
– –
ICE icon
558
Intercontinental Exchange
ICE
$91.5B
$379K 0.01%
2,412
– –
IGIB icon
559
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.7B
$374K 0.01%
7,021
-668
-9% -$36K
HAP icon
560
VanEck Natural Resources ETF
HAP
$324M
$373K 0.01%
5,141
– –
EQIX icon
561
Equinix
EQIX
$104B
$371K 0.01%
378
-3
-0.8% -$2.67K
C icon
562
Citigroup
C
$221B
$369K 0.01%
3,255
+744
+30% +$84.7K
IWS icon
563
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$368K 0.01%
2,528
– –
GBTC icon
564
Grayscale Bitcoin Trust
GBTC
$11.8B
$368K 0.01%
6,970
-81
-1% -$4.82K
BTC
565
Grayscale Bitcoin Mini Trust ETF
BTC
$4.17B
$367K 0.01%
12,252
– –
ULBI icon
566
Ultralife
ULBI
$113M
$366K 0.01%
56,169
+10,020
+22% +$62.3K
KR icon
567
Kroger
KR
$36.2B
$365K 0.01%
5,047
-24
-0.5% -$1.62K
VMC icon
568
Vulcan Materials
VMC
$35.8B
$364K 0.01%
1,336
+36
+3% +$10.6K
VONG icon
569
Vanguard Russell 1000 Growth ETF
VONG
$44.5B
$359K 0.01%
3,275
-1,219
-27% -$142K
SURE icon
570
AdvisorShares Insider Advantage ETF
SURE
$57.8M
$357K 0.01%
2,810
– –
BCI icon
571
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$3.29B
$357K 0.01%
14,700
– –
IBDR icon
572
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.35B
$355K 0.01%
14,661
+1
+0% +$24
NVS icon
573
Novartis
NVS
$300B
$353K 0.01%
2,310
+49
+2% +$7.51K
OPRX icon
574
OptimizeRx
OPRX
$144M
$349K 0.01%
+55,637
New +$517K
HBB icon
575
Hamilton Beach Brands
HBB
$450M
$345K 0.01%
18,203
+16,275
+844% +$297K
21 22
23
24 25

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Ancora Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Ancora Advisors held 2,736 positions worth $4.7B, down 3.2% from $4.85B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Ancora Advisors's Q1 2026 filing shows 217 new, 745 increased, 587 reduced and 260 closed positions. Its largest new stake was Aptiv: 255,520 shares worth $17.7M. The largest sale was Klaviyo, an estimated $27.6M.

By sector, the portfolio is most concentrated in Industrials at 14% of assets, up from 13% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q1 2026 buy was Aptiv: 255,520 shares worth $17.7M.
  • Ancora Advisors added most to Warner Bros in Q1 2026, an estimated $49.4M increase.
  • Ancora Advisors's biggest Q1 2026 reduction was Klaviyo, cutting an estimated $27.6M.
  • Ancora Advisors fully exited PotlatchDeltic in Q1 2026, selling an estimated $18.7M.
  • Ancora Advisors's ten largest holdings make up 26% of its $4.7B portfolio in Q1 2026.
  • Ancora Advisors opened 217 new positions and closed 260 in Q1 2026.
  • Ancora Advisors's portfolio value fell 3.2% quarter-over-quarter to $4.7B.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.