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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
BE icon
1201
Bloom Energy
BE
$52.6B
$38.6K ﹤0.01%
+285
New +$41.8K
MTDR icon
1202
Matador Resources
MTDR
$6.31B
$38.2K ﹤0.01%
605
– –
RIVN icon
1203
Rivian
RIVN
$22.9B
$38.2K ﹤0.01%
2,538
– –
TXG icon
1204
10x Genomics
TXG
$5.87B
$38.1K ﹤0.01%
1,794
+713
+66% +$14.3K
CNH
1205
CNH Industrial
CNH
$13.8B
$38.1K ﹤0.01%
3,460
+284
+9% +$3.19K
VSTS icon
1206
PUT
Vestis
VSTS
$2.06B
$38K ﹤0.01%
+900
New +$6.57K
OMC icon
1207
Omnicom Group
OMC
$22.7B
$38K ﹤0.01%
504
+274
+119% +$21.3K
EVRG icon
1208
Evergy
EVRG
$20.1B
$37.9K ﹤0.01%
463
+2
+0.4% +$158
DLTR icon
1209
Dollar Tree
DLTR
$23.1B
$37.9K ﹤0.01%
346
+177
+105% +$21.6K
RSPG icon
1210
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$572M
$37.9K ﹤0.01%
346
+170
+97% +$16.2K
AYI icon
1211
Acuity Brands
AYI
$9.88B
$37.8K ﹤0.01%
135
-114
-46% -$34.6K
UDR icon
1212
UDR
UDR
$12.9B
$37.7K ﹤0.01%
1,116
– –
PPL
1213
PPL Corp
PPL
$27.3B
$37.5K ﹤0.01%
982
+254
+35% +$9.37K
GWX icon
1214
State Street SPDR S&P International Small Cap ETF
GWX
$861M
$37.4K ﹤0.01%
886
– –
FHN icon
1215
First Horizon
FHN
$12.1B
$37.2K ﹤0.01%
1,636
-840
-34% -$20.1K
MPWR icon
1216
Monolithic Power Systems
MPWR
$65.5B
$37.2K ﹤0.01%
34
+4
+13% +$4.37K
AZO icon
1217
AutoZone
AZO
$48.3B
$37.2K ﹤0.01%
11
+1
+10% +$3.59K
NTRS icon
1218
Northern Trust
NTRS
$22.2B
$37.1K ﹤0.01%
266
+75
+39% +$10.8K
ON icon
1219
ON Semiconductor
ON
$33.8B
$37K ﹤0.01%
598
-177
-23% -$11.1K
SAMG icon
1220
Silvercrest Asset Management
SAMG
$76.4M
$37K ﹤0.01%
2,753
-54,505
-95% -$809K
STT icon
1221
State Street
STT
$50.9B
$36.8K ﹤0.01%
291
-102
-26% -$13K
CIBR icon
1222
First Trust NASDAQ Cybersecurity ETF
CIBR
$13.8B
$36.8K ﹤0.01%
587
+57
+11% +$3.82K
BITB icon
1223
Bitwise Bitcoin ETF
BITB
$2.46B
$36.8K ﹤0.01%
1,000
– –
AMG icon
1224
Affiliated Managers Group
AMG
$9.46B
$36.8K ﹤0.01%
133
+14
+12% +$4.22K
FNDB icon
1225
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.4B
$36.7K ﹤0.01%
1,350
– –
47 48
49
50 51

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.