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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
IIF
776
Morgan Stanley India Investment Fund
IIF
$210M
$143K ﹤0.01%
6,937
– –
IBN icon
777
ICICI Bank
IBN
$106B
$142K ﹤0.01%
5,500
-94
-2% -$2.76K
MZTI
778
The Marzetti Company
MZTI
$2.94B
$142K ﹤0.01%
1,026
-3,260
-76% -$519K
EWJ icon
779
iShares MSCI Japan ETF
EWJ
$21.7B
$142K ﹤0.01%
1,679
+137
+9% +$11.9K
MUB icon
780
iShares National Muni Bond ETF
MUB
$45.1B
$141K ﹤0.01%
1,333
+400
+43% +$43K
WEAT icon
781
Teucrium Wheat Fund
WEAT
$314M
$141K ﹤0.01%
6,000
– –
KHC icon
782
Kraft Heinz
KHC
$30.4B
$141K ﹤0.01%
6,287
-19,868
-76% -$467K
IQV icon
783
IQVIA
IQV
$34.7B
$141K ﹤0.01%
825
+242
+42% +$47.2K
ANET icon
784
Arista Networks
ANET
$219B
$140K ﹤0.01%
1,144
+22
+2% +$2.94K
SPDW icon
785
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.7B
$140K ﹤0.01%
3,070
– –
GPC icon
786
Genuine Parts
GPC
$17.1B
$140K ﹤0.01%
1,325
+172
+15% +$21.3K
LBRDK icon
787
Liberty Broadband Class C
LBRDK
$4.15B
$140K ﹤0.01%
2,776
-1,796
-39% -$90.6K
DSI icon
788
iShares MSCI KLD 400 Social ETF
DSI
$5.19B
$139K ﹤0.01%
1,150
– –
NVR icon
789
NVR
NVR
$17.2B
$138K ﹤0.01%
21
-2
-9% -$14.6K
TRGP icon
790
Targa Resources
TRGP
$60.4B
$138K ﹤0.01%
550
– –
PLD icon
791
Prologis
PLD
$138B
$138K ﹤0.01%
1,043
+5
+0.5% +$668
SDOG icon
792
ALPS Sector Dividend Dogs ETF
SDOG
$1.41B
$136K ﹤0.01%
2,093
– –
RWO icon
793
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.32B
$136K ﹤0.01%
2,965
– –
LH icon
794
Labcorp
LH
$24.3B
$135K ﹤0.01%
507
+95
+23% +$25.7K
IJS icon
795
iShares S&P Small-Cap 600 Value ETF
IJS
$8.11B
$135K ﹤0.01%
1,140
– –
KD icon
796
Kyndryl
KD
$2.66B
$134K ﹤0.01%
10,225
-150,615
-94% -$2.65M
IWO icon
797
iShares Russell 2000 Growth ETF
IWO
$14.5B
$134K ﹤0.01%
426
– –
GPRE icon
798
CALL
Green Plains
GPRE
$1.19B
$133K ﹤0.01%
+305
New +$4.14K
NNI icon
799
Nelnet
NNI
$4.79B
$133K ﹤0.01%
1,034
– –
VIAV icon
800
Viavi Solutions
VIAV
$9.75B
$133K ﹤0.01%
4,000
+3,963
+10,711% +$105K
30 31
32
33 34

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GCM
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CCWM
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GCL
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KCM
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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.