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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
URI icon
751
United Rentals
URI
$71.1B
$154K ﹤0.01%
211
+35
+20% +$29.4K
LQD icon
752
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.7B
$154K ﹤0.01%
1,411
-135
-9% -$14.9K
IBRX icon
753
ImmunityBio
IBRX
$7.44B
$153K ﹤0.01%
20,000
– –
EXPE icon
754
Expedia Group
EXPE
$31.2B
$153K ﹤0.01%
664
+203
+44% +$49.9K
APA icon
755
APA Corp
APA
$12.8B
$153K ﹤0.01%
3,606
+1,925
+115% +$58.2K
SMOT icon
756
VanEck Morningstar SMID Moat ETF
SMOT
$329M
$153K ﹤0.01%
4,347
-8,711
-67% -$318K
DVY icon
757
iShares Select Dividend ETF
DVY
$24B
$153K ﹤0.01%
1,009
– –
AIG icon
758
American International
AIG
$41.9B
$153K ﹤0.01%
2,027
+582
+40% +$44.5K
IYJ icon
759
iShares US Industrials ETF
IYJ
$1.98B
$152K ﹤0.01%
1,031
– –
SMC
760
Summit Midstream
SMC
$421M
$152K ﹤0.01%
5,027
– –
EEMV icon
761
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.45B
$152K ﹤0.01%
2,348
– –
WPM icon
762
Wheaton Precious Metals
WPM
$50.6B
$152K ﹤0.01%
1,160
+41
+4% +$5.7K
RBA icon
763
CALL
RB Global
RBA
$20.8B
$152K ﹤0.01%
591
-1,164
-66% -$123K
CCI icon
764
Crown Castle
CCI
$32.7B
$152K ﹤0.01%
1,866
-1,429
-43% -$123K
FREL icon
765
Fidelity MSCI Real Estate Index ETF
FREL
$1.53B
$151K ﹤0.01%
5,597
– –
PNW icon
766
Pinnacle West Capital
PNW
$12.9B
$147K ﹤0.01%
1,463
+94
+7% +$9.07K
SCMB icon
767
Schwab Municipal Bond ETF
SCMB
$3.96B
$147K ﹤0.01%
5,761
-1,782
-24% -$46.1K
XLP icon
768
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
$147K ﹤0.01%
1,790
– –
CHKP icon
769
Check Point Software Technologies
CHKP
$13.3B
$147K ﹤0.01%
1,027
-2,115
-67% -$354K
GORO icon
770
Goldgroup Mining Inc.
GORO
$151M
$147K ﹤0.01%
122,176
+92,176
+307% +$125K
MS icon
771
Morgan Stanley
MS
$337B
$145K ﹤0.01%
883
+56
+7% +$9.7K
VLTO icon
772
Veralto
VLTO
$22.6B
$145K ﹤0.01%
1,640
+20
+1% +$1.9K
F icon
773
Ford
F
$57.3B
$144K ﹤0.01%
12,485
+424
+4% +$5.58K
BR icon
774
Broadridge
BR
$17.2B
$144K ﹤0.01%
885
+507
+134% +$96.3K
VGMS
775
Vanguard Multi-Sector Income Bond ETF
VGMS
$233M
$144K ﹤0.01%
2,816
+604
+27% +$31.1K
29 30
31
32 33

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.