We are live on ! Find out more
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
DDOG icon
1376
Datadog
DDOG
$87.9B
$25.1K ﹤0.01%
213
+13
+7% +$1.6K
QLTY icon
1377
GMO US Quality ETF
QLTY
$4.71B
$25.1K ﹤0.01%
695
– –
ACI icon
1378
Albertsons Companies
ACI
$5.4B
$25.1K ﹤0.01%
1,474
– –
IBDW icon
1379
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.48B
$25K ﹤0.01%
1,195
– –
JBHT icon
1380
JB Hunt Transport Services
JBHT
$27.1B
$25K ﹤0.01%
118
+41
+53% +$8.74K
TSN icon
1381
Tyson Foods
TSN
$20.2B
$25K ﹤0.01%
390
+58
+17% +$3.6K
VTIP icon
1382
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$25K ﹤0.01%
500
– –
HR icon
1383
Healthcare Realty
HR
$7.42B
$24.9K ﹤0.01%
1,466
– –
BLOK icon
1384
Amplify Blockchain Technology ETF
BLOK
$1.1B
$24.7K ﹤0.01%
495
– –
BRX icon
1385
Brixmor Property Group
BRX
$9.95B
$24.7K ﹤0.01%
856
– –
UTF icon
1386
Cohen & Steers Infrastructure Fund
UTF
$3.14B
$24.6K ﹤0.01%
950
+250
+36% +$6.44K
VIRT icon
1387
Virtu Financial
VIRT
$5.2B
$24.6K ﹤0.01%
559
– –
BAH icon
1388
Booz Allen Hamilton
BAH
$8.7B
$24.6K ﹤0.01%
315
+303
+2,525% +$25.5K
UNH icon
1389
CALL
UnitedHealth
UNH
$382B
$24.4K ﹤0.01%
75
– –
CRI icon
1390
Carter's
CRI
$1.43B
$24.3K ﹤0.01%
680
+166
+32% +$6.04K
ALC icon
1391
Alcon
ALC
$33.1B
$24.3K ﹤0.01%
322
-83
-20% -$6.62K
BCS icon
1392
Barclays
BCS
$94.1B
$24.2K ﹤0.01%
1,146
+647
+130% +$15.8K
GMED icon
1393
Globus Medical
GMED
$10.4B
$24.2K ﹤0.01%
281
+100
+55% +$8.98K
SAM icon
1394
Boston Beer
SAM
$1.88B
$24.2K ﹤0.01%
+105
New +$23.6K
FV icon
1395
First Trust Dorsey Wright Focus 5 ETF
FV
$3.61B
$24.2K ﹤0.01%
400
– –
ITEQ icon
1396
Amplify BlueStar Israel Technology ETF
ITEQ
$114M
$24.2K ﹤0.01%
+420
New +$25K
PVH icon
1397
PVH
PVH
$3.71B
$24.1K ﹤0.01%
346
+222
+179% +$14.6K
ISVL icon
1398
iShares International Developed Small Cap Value Factor ETF
ISVL
$318M
$24.1K ﹤0.01%
500
– –
NWG icon
1399
NatWest
NWG
$71.5B
$24K ﹤0.01%
1,614
+891
+123% +$14.8K
PPC icon
1400
Pilgrim's Pride
PPC
$6.82B
$23.9K ﹤0.01%
634
+493
+350% +$19.9K
54 55
56
57 58

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.