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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
BBUS icon
701
JPMorgan BetaBuilders US Equity ETF
BBUS
$8.59B
$189K ﹤0.01%
1,609
– –
HEFA icon
702
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.44B
$188K ﹤0.01%
4,419
-62
-1% -$2.67K
ACHC icon
703
Acadia Healthcare
ACHC
$3.17B
$187K ﹤0.01%
+8,000
New +$145K
TY icon
704
TRI-Continental Corp
TY
$1.86B
$186K ﹤0.01%
5,900
– –
TDY icon
705
Teledyne Technologies
TDY
$30.4B
$186K ﹤0.01%
308
+7
+2% +$4.37K
KNX icon
706
Knight Transportation
KNX
$11.8B
$185K ﹤0.01%
3,205
+395
+14% +$22.6K
MPX
707
DELISTED
Marine Products Corp
MPX
$183K ﹤0.01%
+25,207
New +$208K
ROKU icon
708
Roku
ROKU
$21.1B
$182K ﹤0.01%
+1,926
New +$188K
RY icon
709
Royal Bank of Canada
RY
$291B
$182K ﹤0.01%
1,126
+154
+16% +$25.8K
IONS icon
710
Ionis Pharmaceuticals
IONS
$9.35B
$180K ﹤0.01%
2,391
+49
+2% +$3.87K
TURF
711
T. Rowe Price Natural Resource ETF
TURF
$269M
$178K ﹤0.01%
5,086
– –
SCCO icon
712
Southern Copper
SCCO
$141B
$177K ﹤0.01%
1,040
-1
-0.1% -$183
O icon
713
Realty Income
O
$61.2B
$174K ﹤0.01%
2,840
-41
-1% -$2.57K
MFSI
714
MFS Active International ETF
MFSI
$1.14B
$173K ﹤0.01%
5,830
+1,630
+39% +$50.4K
GDV icon
715
Gabelli Dividend & Income Trust
GDV
$2.6B
$173K ﹤0.01%
6,428
+100
+2% +$2.82K
SPAB icon
716
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.78B
$173K ﹤0.01%
6,745
+43
+0.6% +$1.11K
CI icon
717
Cigna
CI
$76.6B
$172K ﹤0.01%
646
+44
+7% +$12.2K
EZM icon
718
WisdomTree US MidCap Fund
EZM
$937M
$172K ﹤0.01%
2,560
– –
IBIT icon
719
iShares Bitcoin Trust
IBIT
$47.2B
$172K ﹤0.01%
4,469
+17
+0.4% +$736
PHO icon
720
Invesco Water Resources ETF
PHO
$1.97B
$172K ﹤0.01%
2,568
-150
-6% -$10.7K
MELI icon
721
Mercado Libre
MELI
$91.3B
$171K ﹤0.01%
99
+13
+15% +$25.1K
IDEV icon
722
iShares Core MSCI International Developed Markets ETF
IDEV
$31B
$171K ﹤0.01%
2,046
+1,357
+197% +$117K
GEHC icon
723
GE HealthCare
GEHC
$27.6B
$170K ﹤0.01%
2,393
+31
+1% +$2.44K
SYY icon
724
Sysco
SYY
$39.7B
$169K ﹤0.01%
2,370
-252
-10% -$20.8K
VRP icon
725
Invesco Variable Rate Preferred ETF
VRP
$2.99B
$168K ﹤0.01%
7,000
– –
27 28
29
30 31

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DCP
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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
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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.