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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
LNC icon
1176
Lincoln National
LNC
$7.91B
$41.1K ﹤0.01%
1,157
-491
-30% -$18.9K
BIIB icon
1177
Biogen
BIIB
$29.9B
$41.1K ﹤0.01%
224
+100
+81% +$18.4K
RIO icon
1178
Rio Tinto
RIO
$148B
$40.9K ﹤0.01%
438
– –
CPT icon
1179
Camden Property Trust
CPT
$11.3B
$40.7K ﹤0.01%
417
– –
EVTR icon
1180
Eaton Vance Total Return Bond ETF
EVTR
$5.6B
$40.6K ﹤0.01%
800
– –
REMX icon
1181
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.03B
$40.5K ﹤0.01%
460
+110
+31% +$9.9K
BAB icon
1182
Invesco Taxable Municipal Bond ETF
BAB
$1.02B
$40.4K ﹤0.01%
1,500
– –
ELF icon
1183
e.l.f. Beauty
ELF
$4.56B
$40.2K ﹤0.01%
+664
New +$54K
LSTR icon
1184
Landstar System
LSTR
$6.8B
$40.2K ﹤0.01%
251
+28
+13% +$4.3K
CRS icon
1185
Carpenter Technology
CRS
$30B
$40.2K ﹤0.01%
102
+25
+32% +$9.11K
IBKR icon
1186
Interactive Brokers
IBKR
$40.9B
$40.1K ﹤0.01%
598
+297
+99% +$21.2K
NGG icon
1187
National Grid
NGG
$82.7B
$40K ﹤0.01%
473
+146
+45% +$12.6K
HPE icon
1188
Hewlett Packard
HPE
$63.2B
$39.9K ﹤0.01%
1,675
+77
+5% +$1.71K
BALL icon
1189
Ball Corp
BALL
$17B
$39.9K ﹤0.01%
674
+66
+11% +$4.01K
CLX icon
1190
Clorox
CLX
$11.6B
$39.8K ﹤0.01%
+384
New +$43.5K
UTES icon
1191
Virtus Reaves Utilities ETF
UTES
$1.4B
$39.5K ﹤0.01%
495
– –
GRBK icon
1192
Green Brick Partners
GRBK
$3.13B
$39.5K ﹤0.01%
280,369
– –
NUKZ icon
1193
Range Nuclear Renaissance Index ETF
NUKZ
$779M
$39.5K ﹤0.01%
600
+350
+140% +$24.4K
FSLR icon
1194
First Solar
FSLR
$21.8B
$39.5K ﹤0.01%
+200
New +$44.2K
BGC icon
1195
BGC Group
BGC
$5.58B
$39.1K ﹤0.01%
4,000
– –
R icon
1196
Ryder
R
$10.3B
$39.1K ﹤0.01%
191
– –
PTMC icon
1197
Pacer Trendpilot US Mid Cap ETF
PTMC
$396M
$39.1K ﹤0.01%
1,068
– –
NZF icon
1198
Nuveen Municipal Credit Income Fund
NZF
$2.4B
$39K ﹤0.01%
3,199
– –
SGI
1199
DELISTED
Silicon Graphics Intl.
SGI
$38.8K ﹤0.01%
+524
New +$38.8K
VFH icon
1200
Vanguard Financials ETF
VFH
$13.3B
$38.7K ﹤0.01%
320
– –
46 47
48
49 50

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.