We are live on ! Find out more
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
Z icon
876
Zillow
Z
$7.04B
$98.6K ﹤0.01%
2,383
+1,160
+95% +$61.7K
COMT icon
877
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.19B
$97.9K ﹤0.01%
2,896
-500
-15% -$14.3K
XSD icon
878
State Street SPDR S&P Semiconductor ETF
XSD
$2.78B
$97.8K ﹤0.01%
300
– –
RS icon
879
Reliance Steel & Aluminium
RS
$20.8B
$97K ﹤0.01%
319
– –
GGG icon
880
Graco
GGG
$12.9B
$96.5K ﹤0.01%
1,140
+141
+14% +$12.5K
UAA icon
881
Under Armour
UAA
$3B
$95.9K ﹤0.01%
16,220
– –
SOLV icon
882
Solventum
SOLV
$13.5B
$95.1K ﹤0.01%
1,457
+465
+47% +$34.5K
DFEV icon
883
Dimensional Emerging Markets Value ETF
DFEV
$1.93B
$95.1K ﹤0.01%
2,658
-393
-13% -$14.3K
JMTG
884
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.7B
$95.1K ﹤0.01%
1,864
– –
SUSB icon
885
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.29B
$94.8K ﹤0.01%
3,783
– –
CAH icon
886
Cardinal Health
CAH
$53.4B
$94.7K ﹤0.01%
448
+52
+13% +$11.2K
SRPT icon
887
Sarepta Therapeutics
SRPT
$1.66B
$93.9K ﹤0.01%
4,316
+1,497
+53% +$29K
AMLP icon
888
Alerian MLP ETF
AMLP
$13B
$93.8K ﹤0.01%
1,783
+102
+6% +$5.2K
HUBB icon
889
Hubbell
HUBB
$25.7B
$93.2K ﹤0.01%
190
+5
+3% +$2.46K
FMB icon
890
First Trust Managed Municipal ETF
FMB
$2.03B
$92.8K ﹤0.01%
1,831
– –
JPUS
891
JPMorgan Diversified Return US Equity ETF
JPUS
$455M
$92.7K ﹤0.01%
712
-63
-8% -$8.26K
AXS icon
892
AXIS Capital
AXS
$8.59B
$92.5K ﹤0.01%
912
+69
+8% +$7.08K
DHS icon
893
WisdomTree US High Dividend Fund
DHS
$1.56B
$91.8K ﹤0.01%
840
+1
+0.1% +$109
FLQM icon
894
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.56B
$91K ﹤0.01%
1,656
– –
XLB icon
895
State Street Materials Select Sector SPDR ETF
XLB
$8.51B
$90.9K ﹤0.01%
1,820
– –
XLC icon
896
State Street Communication Services Select Sector SPDR ETF
XLC
$21.9B
$90.7K ﹤0.01%
818
– –
IBDV icon
897
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.25B
$89.8K ﹤0.01%
4,104
– –
CP icon
898
Canadian Pacific Kansas City
CP
$82B
$88.9K ﹤0.01%
1,130
– –
MTD icon
899
Mettler-Toledo International
MTD
$26.8B
$88.3K ﹤0.01%
70
+41
+141% +$55.3K
AM icon
900
Antero Midstream
AM
$10.8B
$88.1K ﹤0.01%
3,862
+100
+3% +$2.06K
34 35
36
37 38

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.