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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
AEM icon
951
Agnico Eagle Mines
AEM
$72.6B
$76.3K ﹤0.01%
376
+16
+4% +$3.33K
IEP icon
952
Icahn Enterprises
IEP
$5.17B
$76.3K ﹤0.01%
10,100
+2,300
+29% +$18K
GRID
953
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.4B
$75.9K ﹤0.01%
464
+59
+15% +$9.81K
DCI icon
954
Donaldson
DCI
$10.8B
$75.5K ﹤0.01%
890
– –
XLB icon
955
CALL
State Street Materials Select Sector SPDR ETF
XLB
$8.51B
$75.5K ﹤0.01%
+200
New +$10K
ULTA icon
956
Ulta Beauty
ULTA
$20.4B
$75.3K ﹤0.01%
144
+77
+115% +$49K
IEF icon
957
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$75.2K ﹤0.01%
788
– –
GGZ
958
Gabelli Global Small and Mid-Cap Value Trust
GGZ
$121M
$75.1K ﹤0.01%
5,000
– –
PAG icon
959
Penske Automotive Group
PAG
$14.3B
$74.8K ﹤0.01%
500
– –
DGX icon
960
Quest Diagnostics
DGX
$25.1B
$74.7K ﹤0.01%
381
– –
DTD icon
961
WisdomTree US Total Dividend Fund
DTD
$1.65B
$74.6K ﹤0.01%
864
– –
IFRA icon
962
iShares US Infrastructure ETF
IFRA
$4.65B
$74.2K ﹤0.01%
1,297
-76
-6% -$4.37K
PRI icon
963
Primerica
PRI
$9.81B
$74.1K ﹤0.01%
296
+124
+72% +$32K
PHM icon
964
Pultegroup
PHM
$24.5B
$74.1K ﹤0.01%
630
+43
+7% +$5.51K
AU icon
965
AngloGold Ashanti
AU
$40.3B
$74.1K ﹤0.01%
761
– –
MCO icon
966
Moody's
MCO
$81.7B
$73.9K ﹤0.01%
169
– –
WWD icon
967
Woodward
WWD
$25B
$73.4K ﹤0.01%
205
+25
+14% +$9K
GIB icon
968
CGI
GIB
$13.9B
$73.1K ﹤0.01%
1,000
– –
WCC
969
WESCO International
WCC
$16.2B
$72.2K ﹤0.01%
264
+79
+43% +$22.2K
ABB
970
DELISTED
ABB Ltd
ABB
$72.1K ﹤0.01%
896
-200
-18% -$16.1K
CNX icon
971
CNX Resources
CNX
$4.85B
$71.9K ﹤0.01%
1,865
– –
ICVT icon
972
iShares Convertible Bond ETF
ICVT
$7.23B
$71.3K ﹤0.01%
700
-14
-2% -$1.45K
IJT icon
973
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.22B
$71.2K ﹤0.01%
492
– –
CNA icon
974
CNA Financial
CNA
$14.5B
$71K ﹤0.01%
1,547
+200
+15% +$9.47K
TRU icon
975
TransUnion
TRU
$14.8B
$70.8K ﹤0.01%
1,023
+658
+180% +$50.4K
37 38
39
40 41

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DCP
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GCM
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CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
GCL
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KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
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.