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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
+12.66%
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
$5.19B
AUM Growth
+$490M
Cap. Flow
+$36.1M
Cap. Flow %
0.7%
Top 10 Hldgs %
24.85%
Holding
2,586
New
110
Increased
324
Reduced
839
Closed
514

Top Buys

Rank Stock Value
1
ASH icon
Ashland
ASH
+$113M
2
FUL icon
H.B. Fuller
FUL
+$77.4M
3
SHC icon
Sotera Health
SHC
+$42.3M
4
AMCR icon
Amcor
AMCR
+$34.7M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$28M

Top Sells

Rank Stock Value
1
WBD icon
Warner Bros
WBD
+$47.7M
2
RBA icon
RB Global
RBA
+$47.1M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$32.2M
4
LKQ icon
LKQ Corp
LKQ
+$30.6M
5
HON icon
Honeywell
HON
+$25.6M

Sector Composition

Rank Sector Weight
1 Miscellaneous 28.95%
2 Industrials 12.84%
3 Technology 12.81%
4 Consumer Discretionary 10.53%
5 Financials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPHB icon
726
Invesco S&P 500 High Beta ETF
SPHB
$921M
$175K ﹤0.01%
+1,126
New +$157K
IBRX icon
727
ImmunityBio
IBRX
$8.79B
$175K ﹤0.01%
20,000
– –
FTI icon
728
TechnipFMC
FTI
$30.7B
$174K ﹤0.01%
2,625
-842
-24% -$59.6K
SPAB icon
729
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$10.2B
$174K ﹤0.01%
6,814
+69
+1% +$1.76K
XLRE icon
730
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.25B
$173K ﹤0.01%
3,930
-160
-4% -$7.04K
HIG icon
731
Hartford Financial Services
HIG
$36.7B
$173K ﹤0.01%
1,304
-239
-15% -$32K
IYJ icon
732
iShares US Industrials ETF
IYJ
$1.97B
$172K ﹤0.01%
1,031
– –
PRMB
733
Primo Brands
PRMB
$7.92B
$172K ﹤0.01%
7,020
– –
BSCU icon
734
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.72B
$170K ﹤0.01%
10,243
-1,821
-15% -$30.4K
APP icon
735
Applovin
APP
$104B
$169K ﹤0.01%
328
– –
SYY icon
736
Sysco
SYY
$38.3B
$168K ﹤0.01%
2,013
-357
-15% -$27K
ICE icon
737
Intercontinental Exchange
ICE
$88.6B
$168K ﹤0.01%
1,364
-1,048
-43% -$157K
IWO icon
738
iShares Russell 2000 Growth ETF
IWO
$14.7B
$168K ﹤0.01%
426
– –
MXL icon
739
MaxLinear
MXL
$6.03B
$166K ﹤0.01%
+1,300
New +$92K
DTE icon
740
DTE Energy
DTE
$28.6B
$165K ﹤0.01%
1,086
+16
+1% +$2.34K
FREL icon
741
Fidelity MSCI Real Estate Index ETF
FREL
$1.45B
$164K ﹤0.01%
5,597
– –
DSI icon
742
iShares MSCI KLD 400 Social ETF
DSI
$5.49B
$164K ﹤0.01%
1,150
– –
MPLX icon
743
MPLX
MPLX
$60.7B
$161K ﹤0.01%
2,850
-477
-14% -$26.6K
KHYB icon
744
KraneShares Asia Pacific High Income Bond ETF
KHYB
$15.6M
$160K ﹤0.01%
6,671
– –
IBN icon
745
ICICI Bank
IBN
$106B
$160K ﹤0.01%
5,500
– –
TDY icon
746
Teledyne Technologies
TDY
$28B
$159K ﹤0.01%
239
-69
-22% -$43.5K
FNDE icon
747
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$10.5B
$158K ﹤0.01%
3,993
-138
-3% -$5.58K
IIF
748
Morgan Stanley India Investment Fund
IIF
$217M
$158K ﹤0.01%
6,937
– –
SIVR icon
749
abrdn Physical Silver Shares ETF
SIVR
$4.44B
$158K ﹤0.01%
2,812
– –
TURF
750
T. Rowe Price Natural Resource ETF
TURF
$366M
$158K ﹤0.01%
5,086
– –
28 29
30
31 32

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Ancora Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Ancora Advisors held 2,586 positions worth $5.19B, up 10% from $4.7B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Ancora Advisors's Q2 2026 filing shows 110 new, 324 increased, 839 reduced and 514 closed positions. Its largest new stake was H.B. Fuller: 1,257,802 shares worth $73.3M. The largest sale was Warner Bros, an estimated $47.7M.

By sector, the portfolio is most concentrated in Miscellaneous at 29% of assets, up from 29% a quarter earlier, followed by Industrials and Technology.

  • Ancora Advisors's largest Q2 2026 buy was H.B. Fuller: 1,257,802 shares worth $73.3M.
  • Ancora Advisors added most to Ashland in Q2 2026, an estimated $113M increase.
  • Ancora Advisors's biggest Q2 2026 reduction was Warner Bros, cutting an estimated $47.7M.
  • Ancora Advisors fully exited Insteel Industries in Q2 2026, selling an estimated $3.87M.
  • Ancora Advisors's ten largest holdings make up 25% of its $5.19B portfolio in Q2 2026.
  • Ancora Advisors opened 110 new positions and closed 514 in Q2 2026.
  • Ancora Advisors's portfolio value rose 10% quarter-over-quarter to $5.19B.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.