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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
-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
BSCS icon
626
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.54B
$260K 0.01%
12,718
-12,705
-50% -$261K
COIN icon
627
Coinbase
COIN
$41.7B
$257K 0.01%
1,473
+294
+25% +$57.9K
OSPN icon
628
OneSpan
OSPN
$562M
$256K 0.01%
24,333
– –
DGICA icon
629
Donegal Group Class A
DGICA
$695M
$256K 0.01%
14,900
– –
ETHE
630
Grayscale Ethereum Staking ETF Shares
ETHE
$1.51B
$256K 0.01%
14,989
-251
-2% -$4.91K
SCHP icon
631
Schwab US TIPS ETF
SCHP
$16.3B
$256K 0.01%
9,608
-849
-8% -$22.7K
DIVO icon
632
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.41B
$255K 0.01%
5,694
+42
+0.7% +$1.92K
XLF icon
633
PUT
State Street Financial Select Sector SPDR ETF
XLF
$55.6B
$254K 0.01%
+1,000
New +$52.1K
ITA icon
634
iShares US Aerospace & Defense ETF
ITA
$14.2B
$254K 0.01%
1,159
+47
+4% +$11K
SHW icon
635
PUT
Sherwin-Williams
SHW
$78.3B
$251K 0.01%
144
– –
HQI icon
636
HireQuest
HQI
$180M
$250K 0.01%
25,069
-890
-3% -$9.71K
VONE icon
637
Vanguard Russell 1000 ETF
VONE
$8.19B
$249K 0.01%
845
– –
MSGS icon
638
Madison Square Garden
MSGS
$9.54B
$247K 0.01%
770
+15
+2% +$4.47K
BSCX icon
639
Invesco BulletShares 2033 Corporate Bond ETF
BSCX
$1.02B
$247K 0.01%
11,700
– –
BSCW icon
640
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.47B
$247K 0.01%
12,000
– –
JBL icon
641
Jabil
JBL
$32.8B
$247K 0.01%
928
+24
+3% +$6.05K
IIGD icon
642
Invesco Investment Grade Defensive ETF
IIGD
$26.7M
$246K 0.01%
10,000
– –
SYLD icon
643
Cambria Shareholder Yield ETF
SYLD
$982M
$245K 0.01%
3,253
– –
XLI icon
644
State Street Industrial Select Sector SPDR ETF
XLI
$33.9B
$241K 0.01%
1,491
+4
+0.3% +$671
XLV icon
645
State Street Health Care Select Sector SPDR ETF
XLV
$42.1B
$240K 0.01%
1,639
– –
FTI icon
646
TechnipFMC
FTI
$30.6B
$240K 0.01%
3,467
– –
AWI icon
647
Armstrong World Industries
AWI
$6.86B
$239K 0.01%
1,451
+207
+17% +$37.8K
BF.B icon
648
Brown-Forman Class B
BF.B
$12B
$238K 0.01%
9,010
– –
XLU icon
649
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$238K 0.01%
5,188
-3,500
-40% -$157K
GWW icon
650
W.W. Grainger
GWW
$65.3B
$238K 0.01%
218
+5
+2% +$5.46K
24 25
26
27 28

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DCP
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GCM
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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
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EI
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RS
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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, 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.