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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
RDVI icon
1076
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.48B
$52.9K ﹤0.01%
+2,072
New +$55.4K
EBAY icon
1077
eBay
EBAY
$48.6B
$52.9K ﹤0.01%
581
+182
+46% +$16.4K
MKC icon
1078
McCormick & Company Non-Voting
MKC
$13.4B
$52.8K ﹤0.01%
1,047
-238
-19% -$15.2K
NUW icon
1079
Nuveen AMT-Free Municipal Value Fund
NUW
$251M
$52.8K ﹤0.01%
3,682
– –
YETI icon
1080
Yeti Holdings
YETI
$3.82B
$52.7K ﹤0.01%
1,439
-6,728
-82% -$296K
RKT icon
1081
Rocket Companies
RKT
$36.9B
$52.2K ﹤0.01%
3,664
+3,297
+898% +$60K
SUN icon
1082
Sunoco
SUN
$14.2B
$51.7K ﹤0.01%
796
– –
ZION icon
1083
Zions Bancorporation
ZION
$10.1B
$51.7K ﹤0.01%
897
+390
+77% +$23K
BSCT icon
1084
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.87B
$51.6K ﹤0.01%
2,765
-13,450
-83% -$253K
CALY
1085
Callaway Golf Company
CALY
$3.26B
$51.4K ﹤0.01%
3,700
– –
ORLA
1086
Orla Mining
ORLA
$3.48B
$51.3K ﹤0.01%
3,180
– –
ESS icon
1087
Essex Property Trust
ESS
$18.9B
$51.1K ﹤0.01%
211
+67
+47% +$16.9K
SARO
1088
StandardAero Inc
SARO
$9.54B
$50.9K ﹤0.01%
1,969
+935
+90% +$27.9K
FAF icon
1089
First American
FAF
$7.67B
$50.8K ﹤0.01%
843
+101
+14% +$6.46K
LW icon
1090
Lamb Weston
LW
$6.82B
$50.5K ﹤0.01%
1,196
-4,577
-79% -$204K
LBRDA icon
1091
Liberty Broadband Class A
LBRDA
$4.14B
$50.3K ﹤0.01%
1,002
+83
+9% +$4.18K
BWA icon
1092
BorgWarner
BWA
$13.2B
$50.3K ﹤0.01%
927
+10
+1% +$527
APLD icon
1093
Applied Digital
APLD
$7.77B
$49.9K ﹤0.01%
2,100
+1,500
+250% +$47K
SMB icon
1094
VanEck Short Muni ETF
SMB
$312M
$49.8K ﹤0.01%
2,880
– –
EW icon
1095
Edwards Lifesciences
EW
$47.6B
$49.7K ﹤0.01%
621
+282
+83% +$23.2K
TMDX icon
1096
Transmedics
TMDX
$2.5B
$49.7K ﹤0.01%
500
– –
NOK icon
1097
Nokia
NOK
$50.8B
$49.6K ﹤0.01%
6,172
+850
+16% +$6.24K
EMLC icon
1098
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.74B
$49.4K ﹤0.01%
1,968
+1,453
+282% +$37.7K
SPB icon
1099
Spectrum Brands
SPB
$2.04B
$49.3K ﹤0.01%
669
– –
JNK icon
1100
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.24B
$49.3K ﹤0.01%
515
– –
42 43
44
45 46

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.