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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
FCFS icon
1476
FirstCash
FCFS
$8.55B
$19.4K ﹤0.01%
103
– –
AGNC icon
1477
AGNC Investment
AGNC
$12.3B
$19.3K ﹤0.01%
1,928
– –
SPMB icon
1478
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.96B
$19.3K ﹤0.01%
861
+107
+14% +$2.41K
AVB icon
1479
AvalonBay Communities
AVB
$27.1B
$19.3K ﹤0.01%
118
– –
FRE
1480
DELISTED
FREDDIE MAC D/B/A VOTING
FRE
$19.2K ﹤0.01%
3,000
– –
VICI icon
1481
VICI Properties
VICI
$29.4B
$19.2K ﹤0.01%
701
– –
FTA icon
1482
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.38B
$19.1K ﹤0.01%
207
– –
TTD icon
1483
Trade Desk
TTD
$8.13B
$19K ﹤0.01%
839
+408
+95% +$11.8K
SNN icon
1484
Smith & Nephew
SNN
$12.9B
$19K ﹤0.01%
599
+292
+95% +$9.93K
TEM
1485
Tempus AI
TEM
$7.69B
$19K ﹤0.01%
420
– –
MTCH icon
1486
Match Group
MTCH
$8.84B
$18.9K ﹤0.01%
615
+431
+234% +$13.4K
HTGC icon
1487
Hercules Capital
HTGC
$2.94B
$18.8K ﹤0.01%
1,275
+25
+2% +$409
EWY icon
1488
iShares MSCI South Korea ETF
EWY
$21.7B
$18.8K ﹤0.01%
153
+135
+750% +$16.9K
HDB icon
1489
HDFC Bank
HDB
$119B
$18.8K ﹤0.01%
754
-766
-50% -$23.8K
FELG icon
1490
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.44B
$18.7K ﹤0.01%
500
– –
ARKQ icon
1491
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.88B
$18.7K ﹤0.01%
166
+103
+163% +$12.7K
WTW icon
1492
Willis Towers Watson
WTW
$27.9B
$18.6K ﹤0.01%
64
-63
-50% -$19.3K
HPQ icon
1493
HP
HPQ
$23.5B
$18.5K ﹤0.01%
964
+209
+28% +$4.06K
CWB icon
1494
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.64B
$18.5K ﹤0.01%
+202
New +$18.9K
LCID icon
1495
Lucid Motors
LCID
$2.46B
$18.4K ﹤0.01%
1,932
+1,931
+193,100% +$20.1K
IQLT icon
1496
iShares MSCI Intl Quality Factor ETF
IQLT
$13.6B
$18.4K ﹤0.01%
398
– –
AA icon
1497
Alcoa
AA
$11.7B
$18.4K ﹤0.01%
277
– –
INOD icon
1498
Innodata
INOD
$1.83B
$18.3K ﹤0.01%
475
– –
OXY icon
1499
CALL
Occidental Petroleum
OXY
$57B
$18.3K ﹤0.01%
+10
New +$503
YORW icon
1500
York Water
YORW
$505M
$18.3K ﹤0.01%
600
– –
58 59
60
61 62

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GCM
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CCWM
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GCL
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KCM
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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.