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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
IEX icon
726
IDEX
IEX
$16.5B
$168K ﹤0.01%
884
+56
+7% +$11.1K
SPYV icon
727
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.1B
$168K ﹤0.01%
2,961
-34
-1% -$1.97K
FWONK icon
728
Liberty Media Series C
FWONK
$24.3B
$167K ﹤0.01%
1,970
-935
-32% -$81.7K
NDAQ icon
729
Nasdaq
NDAQ
$51.5B
$167K ﹤0.01%
1,972
-338
-15% -$30.3K
ALSN icon
730
Allison Transmission
ALSN
$10.1B
$167K ﹤0.01%
1,428
+126
+10% +$14.3K
CCK icon
731
Crown Holdings
CCK
$12.8B
$167K ﹤0.01%
1,666
+120
+8% +$12.8K
XLRE icon
732
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.69B
$167K ﹤0.01%
4,090
+160
+4% +$6.71K
SOXX icon
733
iShares Semiconductor ETF
SOXX
$44.2B
$165K ﹤0.01%
501
– –
BSCQ icon
734
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.67B
$164K ﹤0.01%
8,374
– –
GWRS icon
735
Global Water Resources
GWRS
$212M
$163K ﹤0.01%
21,500
-5,000
-19% -$42.1K
ROST icon
736
Ross Stores
ROST
$76.6B
$162K ﹤0.01%
750
+208
+38% +$41.4K
IMKTA icon
737
Ingles Markets
IMKTA
$1.63B
$162K ﹤0.01%
1,800
– –
AL
738
DELISTED
Air Lease Corp
AL
$161K ﹤0.01%
2,477
+77
+3% +$4.97K
GOLF icon
739
Acushnet Holdings
GOLF
$6.13B
$161K ﹤0.01%
1,720
+75
+5% +$7.13K
HGV icon
740
Hilton Grand Vacations
HGV
$3.84B
$160K ﹤0.01%
4,100
-300
-7% -$13.4K
AFRM icon
741
Affirm
AFRM
$23.5B
$160K ﹤0.01%
3,500
– –
COHR icon
742
Coherent
COHR
$55.2B
$160K ﹤0.01%
672
– –
KHYB icon
743
KraneShares Asia Pacific High Income Bond ETF
KHYB
$15.7M
$159K ﹤0.01%
6,671
– –
FNDE icon
744
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.46B
$158K ﹤0.01%
4,131
– –
IEI icon
745
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$158K ﹤0.01%
1,329
+1,069
+411% +$128K
W icon
746
Wayfair
W
$11.1B
$157K ﹤0.01%
2,094
+1,852
+765% +$168K
DTE icon
747
DTE Energy
DTE
$31.1B
$156K ﹤0.01%
1,070
-362
-25% -$50.9K
PRU icon
748
Prudential Financial
PRU
$41.7B
$156K ﹤0.01%
1,593
+704
+79% +$72.9K
VIOO icon
749
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.13B
$155K ﹤0.01%
1,351
+184
+16% +$21.6K
CHRW icon
750
C.H. Robinson
CHRW
$22B
$154K ﹤0.01%
929
– –
28 29
30
31 32

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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.