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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
BBAI icon
1451
BigBear.ai
BBAI
$1.32B
$21.5K ﹤0.01%
6,104
+3,854
+171% +$17.9K
URA icon
1452
Global X Uranium ETF
URA
$5.52B
$21.4K ﹤0.01%
+441
New +$23K
IHG icon
1453
InterContinental Hotels
IHG
$23B
$21.4K ﹤0.01%
160
+91
+132% +$12.5K
XRAY icon
1454
Dentsply Sirona
XRAY
$2.59B
$21.2K ﹤0.01%
1,831
– –
KMX icon
1455
CarMax
KMX
$8.27B
$21.2K ﹤0.01%
509
+325
+177% +$14.2K
TREX icon
1456
Trex
TREX
$4.51B
$21.2K ﹤0.01%
581
– –
MSCI icon
1457
MSCI
MSCI
$40B
$21K ﹤0.01%
39
+9
+30% +$5.08K
BAX icon
1458
Baxter International
BAX
$11.6B
$20.9K ﹤0.01%
1,244
-36
-3% -$697
EVN
1459
Eaton Vance Municipal Income Trust
EVN
$427M
$20.8K ﹤0.01%
1,999
-207
-9% -$2.24K
PR
1460
Permian Resources
PR
$17.9B
$20.7K ﹤0.01%
973
– –
VLUE icon
1461
iShares MSCI USA Value Factor ETF
VLUE
$9.4B
$20.6K ﹤0.01%
145
+1
+0.7% +$147
EXC icon
1462
Exelon
EXC
$48.6B
$20.5K ﹤0.01%
418
+75
+22% +$3.49K
HIT
1463
DELISTED
HITACHI LTD ADR (10COM)NEW
HIT
$20.3K ﹤0.01%
698
+475
+213% +$13.8K
BROS icon
1464
Dutch Bros
BROS
$8.78B
$20.3K ﹤0.01%
400
– –
VTES icon
1465
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.08B
$20.2K ﹤0.01%
+200
New +$20.4K
RDDT icon
1466
Reddit
RDDT
$32.5B
$20.2K ﹤0.01%
150
-1,500
-91% -$255K
MEDP icon
1467
Medpace
MEDP
$16.8B
$20.2K ﹤0.01%
42
– –
FMX icon
1468
Fomento Económico Mexicano
FMX
$43.3B
$20K ﹤0.01%
180
-204
-53% -$21.9K
IYG icon
1469
iShares US Financial Services ETF
IYG
$2.13B
$19.9K ﹤0.01%
240
– –
THRO
1470
iShares U.S. Thematic Rotation Active ETF
THRO
$6.38B
$19.7K ﹤0.01%
545
– –
DVN icon
1471
Devon Energy
DVN
$51.9B
$19.6K ﹤0.01%
389
– –
GME icon
1472
GameStop
GME
$9.5B
$19.5K ﹤0.01%
846
+556
+192% +$12.9K
WDS icon
1473
Woodside Energy
WDS
$42.9B
$19.5K ﹤0.01%
815
+720
+758% +$14K
RELX icon
1474
RELX
RELX
$60.1B
$19.4K ﹤0.01%
585
+441
+306% +$15.5K
CNP icon
1475
CenterPoint Energy
CNP
$29.1B
$19.4K ﹤0.01%
449
– –
57 58
59
60 61

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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.