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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
FESM icon
1326
Fidelity Enhanced Small Cap Core ETF
FESM
$5.93B
$28.2K ﹤0.01%
742
+42
+6% +$1.65K
EWBC icon
1327
East-West Bancorp
EWBC
$17.9B
$28.2K ﹤0.01%
264
– –
SUSL icon
1328
iShares ESG MSCI USA Leaders ETF
SUSL
$1.12B
$28.2K ﹤0.01%
248
– –
FNCL icon
1329
Fidelity MSCI Financials Index ETF
FNCL
$2.35B
$28.1K ﹤0.01%
400
– –
BJ
1330
DELISTED
BJ'S WHOLESALE CLUB
BJ
$28.1K ﹤0.01%
285
+40
+16% +$3.94K
FLR icon
1331
Fluor
FLR
$7.29B
$28K ﹤0.01%
600
– –
RRC icon
1332
Range Resources
RRC
$9.11B
$27.9K ﹤0.01%
618
– –
SNY icon
1333
Sanofi
SNY
$104B
$27.8K ﹤0.01%
578
+156
+37% +$7.27K
RAAX icon
1334
VanEck Inflation Allocation ETF
RAAX
$1.11B
$27.8K ﹤0.01%
+684
New +$27K
LOUP icon
1335
Innovator Deepwater Frontier Tech ETF
LOUP
$202M
$27.8K ﹤0.01%
404
+179
+80% +$13.6K
CAVA icon
1336
CAVA Group
CAVA
$7.22B
$27.7K ﹤0.01%
343
+75
+28% +$5.47K
ONTO icon
1337
Onto Innovation
ONTO
$13.6B
$27.7K ﹤0.01%
135
+126
+1,400% +$25.8K
AKAM icon
1338
Akamai
AKAM
$16.8B
$27.6K ﹤0.01%
240
-9
-4% -$902
AFG icon
1339
American Financial Group
AFG
$11.9B
$27.3K ﹤0.01%
214
– –
CRCL
1340
Circle Internet Group
CRCL
$15.5B
$27.3K ﹤0.01%
+286
New +$24.2K
ACIC icon
1341
American Coastal Insurance
ACIC
$498M
$27.2K ﹤0.01%
2,420
-56,003
-96% -$629K
SAP icon
1342
SAP
SAP
$187B
$27.2K ﹤0.01%
159
-70
-31% -$14.4K
COLM icon
1343
Columbia Sportswear
COLM
$3.19B
$27.1K ﹤0.01%
495
+13
+3% +$748
TECK icon
1344
Teck Resources
TECK
$29.5B
$27.1K ﹤0.01%
523
-81
-13% -$4.34K
UFO icon
1345
Procure Space ETF
UFO
$620M
$26.9K ﹤0.01%
+600
New +$27K
NET icon
1346
Cloudflare
NET
$93B
$26.8K ﹤0.01%
130
– –
IRDM icon
1347
Iridium Communications
IRDM
$4.85B
$26.8K ﹤0.01%
966
+231
+31% +$5.2K
AOR icon
1348
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.63B
$26.8K ﹤0.01%
416
– –
ARKK icon
1349
ARK Innovation ETF
ARKK
$5.89B
$26.8K ﹤0.01%
396
+240
+154% +$17.8K
LUV icon
1350
Southwest Airlines
LUV
$22.1B
$26.8K ﹤0.01%
712
-10
-1% -$452
52 53
54
55 56

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DCP
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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
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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.