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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
DEI icon
926
Douglas Emmett
DEI
$2.06B
$82.8K ﹤0.01%
8,787
+7,134
+432% +$73.4K
NU icon
927
Nu Holdings
NU
$68.1B
$82.1K ﹤0.01%
5,712
-286
-5% -$4.64K
YUM icon
928
Yum! Brands
YUM
$41B
$81.9K ﹤0.01%
527
-1
-0.2% -$158
TLT icon
929
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
$81.3K ﹤0.01%
938
-109
-10% -$9.58K
REGN icon
930
Regeneron Pharmaceuticals
REGN
$68.8B
$81.1K ﹤0.01%
105
– –
CNM icon
931
Core & Main
CNM
$8.17B
$81.1K ﹤0.01%
1,642
+1,107
+207% +$59.6K
NSA
932
DELISTED
National Storage Affiliates Trust
NSA
$81K ﹤0.01%
2,146
– –
EPR icon
933
EPR Properties
EPR
$4.86B
$80.9K ﹤0.01%
+1,620
New +$89.1K
FUN icon
934
Cedar Fair
FUN
$1.78B
$80.8K ﹤0.01%
4,554
+102
+2% +$1.72K
WTV icon
935
WisdomTree US Value Fund
WTV
$3.11B
$80.5K ﹤0.01%
850
– –
MSM icon
936
MSC Industrial Direct
MSM
$7.02B
$80.5K ﹤0.01%
872
+45
+5% +$4.03K
RF icon
937
Regions Financial
RF
$26.3B
$80.4K ﹤0.01%
3,078
+683
+29% +$19.1K
WEC icon
938
WEC Energy
WEC
$37.7B
$80.3K ﹤0.01%
694
-55
-7% -$6.18K
CF icon
939
CF Industries
CF
$19.2B
$80.2K ﹤0.01%
618
+160
+35% +$16.3K
HYG icon
940
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
$80.1K ﹤0.01%
1,007
+680
+208% +$54.7K
MITSY
941
DELISTED
MITSUI & CO LTD ADR (US)
MITSY
$79.9K ﹤0.01%
103
+9
+10% +$6.98K
IDVO icon
942
Amplify International Enhanced Dividend Income ETF
IDVO
$1.32B
$79.2K ﹤0.01%
1,958
+1,431
+272% +$59.2K
PTC icon
943
PTC
PTC
$13.7B
$78.7K ﹤0.01%
552
+419
+315% +$66.2K
CELH icon
944
Celsius Holdings
CELH
$6.93B
$78K ﹤0.01%
2,199
– –
PRM icon
945
Perimeter Solutions
PRM
$5.5B
$77.9K ﹤0.01%
3,190
– –
AOS icon
946
A.O. Smith
AOS
$8.38B
$77.5K ﹤0.01%
1,176
+143
+14% +$10.3K
NNN icon
947
NNN REIT
NNN
$9.39B
$77.3K ﹤0.01%
1,840
+464
+34% +$20K
KLAC icon
948
KLA
KLAC
$275B
$77K ﹤0.01%
520
+20
+4% +$2.93K
EXR icon
949
Extra Space Storage
EXR
$31.2B
$77K ﹤0.01%
587
– –
JHG
950
DELISTED
Janus Henderson
JHG
$76.7K ﹤0.01%
1,494
+264
+21% +$13.1K
36 37
38
39 40

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.