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
-0.3%
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
$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
588
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
IBB icon
601
iShares Biotechnology ETF
IBB
$9.31B
$301K 0.01%
1,782
-58
-3% -$9.92K
HLT icon
602
Hilton Worldwide
HLT
$74B
$298K 0.01%
981
+34
+4% +$10.3K
ACGL icon
603
Arch Capital
ACGL
$36.1B
$298K 0.01%
3,106
– –
GSK icon
604
GSK
GSK
$103B
$293K 0.01%
5,317
+1,600
+43% +$86.7K
PSQ icon
605
ProShares Short QQQ
PSQ
$694M
$293K 0.01%
+9,100
New +$279K
TKR icon
606
Timken Company
TKR
$9.82B
$290K 0.01%
2,879
– –
CB icon
607
Chubb
CB
$140B
$286K 0.01%
877
+10
+1% +$3.21K
SLGN icon
608
Silgan Holdings
SLGN
$4.91B
$285K 0.01%
7,339
+75
+1% +$3.29K
FNDX icon
609
Schwab Fundamental US Large Company Index ETF
FNDX
$26.4B
$283K 0.01%
10,173
+1,358
+15% +$38.5K
SCHM icon
610
Schwab US Mid-Cap ETF
SCHM
$14.6B
$282K 0.01%
9,102
-504
-5% -$16K
NXST icon
611
Nexstar Media Group
NXST
$5.6B
$282K 0.01%
1,557
-25
-2% -$5.61K
PFF icon
612
iShares Preferred and Income Securities ETF
PFF
$13.2B
$280K 0.01%
9,239
+4
+0% +$125
NOBL icon
613
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
$278K 0.01%
5,250
– –
DBC icon
614
Invesco DB Commodity Index Tracking Fund
DBC
$1.73B
$276K 0.01%
9,535
– –
PGF icon
615
Invesco Financial Preferred ETF
PGF
$676M
$275K 0.01%
20,000
– –
AB icon
616
AllianceBernstein
AB
$3.47B
$275K 0.01%
7,350
-1,000
-12% -$39.3K
OBDC icon
617
Blue Owl Capital
OBDC
$5.35B
$274K 0.01%
24,792
+740
+3% +$8.69K
FLOT icon
618
iShares Floating Rate Bond ETF
FLOT
$10.1B
$273K 0.01%
5,367
+8
+0.1% +$407
CME icon
619
CME Group
CME
$92.2B
$271K 0.01%
919
– –
CFG icon
620
Citizens Financial Group
CFG
$30.4B
$270K 0.01%
4,500
+225
+5% +$13.8K
SH icon
621
ProShares Short S&P500
SH
$887M
$266K 0.01%
+7,000
New +$255K
MDLZ icon
622
Mondelez International
MDLZ
$77.7B
$265K 0.01%
4,602
-1,384
-23% -$80.2K
LMBS icon
623
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.32B
$263K 0.01%
5,285
– –
TXT icon
624
Textron
TXT
$16.6B
$262K 0.01%
2,996
+205
+7% +$19.1K
APH icon
625
Amphenol
APH
$188B
$261K 0.01%
2,065
+17
+0.8% +$2.39K
23 24
25
26 27

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
SCB
Saudi Central Bank Riyadh, Saudi Arabia $4.72B AUM 29.46% 1-Year Est. Return
EI
EFG International Zurich $4.67B AUM
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

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, 588 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.