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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
HII icon
1051
Huntington Ingalls Industries
HII
$11.3B
$57K ﹤0.01%
150
+9
+6% +$3.71K
EPS icon
1052
WisdomTree US LargeCap Fund
EPS
$1.58B
$56.9K ﹤0.01%
835
– –
CZR icon
1053
Caesars Entertainment
CZR
$6.1B
$56.8K ﹤0.01%
2,150
– –
FRI icon
1054
First Trust S&P REIT Index Fund
FRI
$195M
$56.6K ﹤0.01%
1,989
+6
+0.3% +$173
EBMT icon
1055
Eagle Bancorp Montana
EBMT
$186M
$56.6K ﹤0.01%
2,750
– –
RVTY icon
1056
Revvity
RVTY
$12.3B
$56.5K ﹤0.01%
645
+388
+151% +$38.4K
AVNW icon
1057
Aviat Networks
AVNW
$262M
$56.5K ﹤0.01%
2,498
-45,104
-95% -$1.08M
SYF icon
1058
Synchrony
SYF
$23.7B
$56.3K ﹤0.01%
827
+678
+455% +$49.3K
LEN icon
1059
Lennar Class A
LEN
$20.4B
$56.1K ﹤0.01%
646
– –
PAAS icon
1060
Pan American Silver
PAAS
$18.6B
$56K ﹤0.01%
1,026
+192
+23% +$11.1K
ORI icon
1061
Old Republic International
ORI
$10.3B
$55.9K ﹤0.01%
1,401
-878
-39% -$36.1K
FRHC icon
1062
Freedom Holding
FRHC
$9.61B
$55.8K ﹤0.01%
385
+344
+839% +$44.1K
AVT icon
1063
Avnet
AVT
$7.33B
$55.6K ﹤0.01%
903
+51
+6% +$3.03K
BOND icon
1064
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.28B
$55.6K ﹤0.01%
602
– –
FNDC icon
1065
Schwab Fundamental International Small Company Index ETF
FNDC
$3.01B
$55.3K ﹤0.01%
1,192
– –
PTLC icon
1066
Pacer Trendpilot US Large Cap ETF
PTLC
$3.24B
$55K ﹤0.01%
1,048
– –
SI
1067
DELISTED
SIEMENS AKTIENGESELLSCHAFT ADS
SI
$54.7K ﹤0.01%
449
+86
+24% +$10.5K
FHLC icon
1068
Fidelity MSCI Health Care Index ETF
FHLC
$3.27B
$54.7K ﹤0.01%
778
+2
+0.3% +$148
DFAC icon
1069
Dimensional US Core Equity 2 ETF
DFAC
$47.5B
$54.4K ﹤0.01%
1,401
– –
NIQ
1070
DELISTED
NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND
NIQ
$53.9K ﹤0.01%
4,743
+4,165
+721% +$47.4K
NIM icon
1071
Nuveen Select Maturities Municipal Fund
NIM
$117M
$53.9K ﹤0.01%
5,706
– –
TECH icon
1072
Bio-Techne
TECH
$11.2B
$53.9K ﹤0.01%
1,031
+725
+237% +$43.5K
MAA icon
1073
Mid-America Apartment Communities
MAA
$15.6B
$53.5K ﹤0.01%
438
+96
+28% +$12.7K
BUG icon
1074
Global X Cybersecurity ETF
BUG
$1.2B
$53.3K ﹤0.01%
2,121
– –
DASH icon
1075
DoorDash
DASH
$75.3B
$53.2K ﹤0.01%
354
+263
+289% +$48.6K
41 42
43
44 45

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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
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
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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.