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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
DBB icon
826
Invesco DB Base Metals Fund
DBB
$306M
$122K ﹤0.01%
5,200
– –
VEEV icon
827
CALL
Veeva Systems
VEEV
$30.3B
$122K ﹤0.01%
137
-100
-42% -$19.6K
ELV icon
828
Elevance Health
ELV
$81.9B
$121K ﹤0.01%
414
+150
+57% +$49.3K
BGR icon
829
BlackRock Energy and Resources Trust
BGR
$420M
$121K ﹤0.01%
7,000
– –
KNF icon
830
Knife River
KNF
$4.43B
$121K ﹤0.01%
1,484
– –
VMI icon
831
Valmont Industries
VMI
$9.44B
$120K ﹤0.01%
301
+90
+43% +$39.3K
CWEN.A
832
DELISTED
Clearway Energy Class A
CWEN.A
$120K ﹤0.01%
3,069
– –
FRMI
833
Fermi Inc
FRMI
$4.72B
$120K ﹤0.01%
20,527
+12,562
+158% +$110K
NVO
834
Novo Nordisk
NVO
$216B
$118K ﹤0.01%
3,210
+829
+35% +$39.3K
ED icon
835
Consolidated Edison
ED
$41.6B
$117K ﹤0.01%
1,038
+148
+17% +$16K
VGIT icon
836
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$117K ﹤0.01%
1,966
+507
+35% +$30.4K
ZS icon
837
Zscaler
ZS
$23B
$116K ﹤0.01%
825
– –
VE
838
DELISTED
VEOLIA ENVIRONNEMENT
VE
$115K ﹤0.01%
6,000
– –
NVG icon
839
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.65B
$115K ﹤0.01%
9,287
-958
-9% -$12.3K
RVSB icon
840
Riverview Bancorp
RVSB
$107M
$114K ﹤0.01%
20,647
-1,691
-8% -$8.92K
VWOB icon
841
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.15B
$113K ﹤0.01%
1,726
+6
+0.3% +$403
FNF icon
842
Fidelity National Financial
FNF
$13.9B
$112K ﹤0.01%
2,424
+960
+66% +$49.8K
JFLX
843
JPMorgan Flexible Debt ETF
JFLX
$1.41B
$112K ﹤0.01%
2,261
– –
ADSK icon
844
Autodesk
ADSK
$44.3B
$111K ﹤0.01%
465
+357
+331% +$89.7K
HOOD icon
845
Robinhood
HOOD
$85.2B
$111K ﹤0.01%
1,602
+251
+19% +$22K
IPKW icon
846
Invesco International BuyBack Achievers ETF
IPKW
$537M
$111K ﹤0.01%
1,969
– –
CII icon
847
BlackRock Enhanced Captial and Income Fund
CII
$1B
$110K ﹤0.01%
5,249
+249
+5% +$5.61K
PDX
848
PIMCO Dynamic Income Strategy Fund
PDX
$957M
$110K ﹤0.01%
5,000
– –
ARM icon
849
Arm
ARM
$278B
$110K ﹤0.01%
726
– –
XLY icon
850
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.4B
$109K ﹤0.01%
1,004
– –
32 33
34
35 36

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.