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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
BHF icon
1501
Brighthouse Financial
BHF
$3.63B
$18.3K ﹤0.01%
305
+24
+9% +$1.5K
ETHA
1502
iShares Ethereum Trust ETF
ETHA
$5.25B
$18.2K ﹤0.01%
1,148
– –
BBEU icon
1503
JPMorgan BetaBuilders Europe ETF
BBEU
$9.13B
$18.1K ﹤0.01%
250
– –
VDE icon
1504
Vanguard Energy ETF
VDE
$10.1B
$18K ﹤0.01%
104
– –
BC icon
1505
Brunswick
BC
$5.19B
$17.9K ﹤0.01%
246
– –
FTC icon
1506
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.31B
$17.9K ﹤0.01%
116
– –
WST icon
1507
West Pharmaceutical
WST
$23.1B
$17.8K ﹤0.01%
71
+6
+9% +$1.49K
CURB
1508
Curbline Properties
CURB
$3.6B
$17.8K ﹤0.01%
689
+672
+3,953% +$17.2K
VTRS icon
1509
Viatris
VTRS
$20.1B
$17.7K ﹤0.01%
1,313
– –
AVEM icon
1510
Avantis Emerging Markets Equity ETF
AVEM
$24.9B
$17.7K ﹤0.01%
220
– –
SLF icon
1511
Sun Life Financial
SLF
$45.6B
$17.7K ﹤0.01%
283
-28
-9% -$1.79K
JKHY icon
1512
Jack Henry & Associates
JKHY
$10.7B
$17.5K ﹤0.01%
111
-5
-4% -$856
FELV icon
1513
Fidelity Enhanced Large Cap Value ETF
FELV
$3.2B
$17.5K ﹤0.01%
500
– –
SBAC icon
1514
SBA Communications
SBAC
$18.4B
$17.4K ﹤0.01%
101
+42
+71% +$7.87K
XYL icon
1515
Xylem
XYL
$28.5B
$17.3K ﹤0.01%
145
-77
-35% -$10.1K
LB
1516
LandBridge Co
LB
$2.12B
$17.3K ﹤0.01%
250
– –
ASX icon
1517
ASE Group
ASX
$80.8B
$17.2K ﹤0.01%
794
– –
MSTR icon
1518
Strategy Inc
MSTR
$33.5B
$17.1K ﹤0.01%
137
-370
-73% -$52.9K
LAZ icon
1519
Lazard
LAZ
$4.37B
$17K ﹤0.01%
400
– –
CMPS
1520
Compass Pathways
CMPS
$1.52B
$17K ﹤0.01%
3,070
+700
+30% +$4.71K
SEB icon
1521
Seaboard Corp
SEB
$4.52B
$17K ﹤0.01%
3
– –
ESGE icon
1522
iShares ESG Aware MSCI EM ETF
ESGE
$6.51B
$17K ﹤0.01%
373
– –
ARE icon
1523
Alexandria Real Estate Equities
ARE
$8.88B
$16.9K ﹤0.01%
365
+106
+41% +$5.59K
ASH icon
1524
Ashland
ASH
$3.04B
$16.7K ﹤0.01%
300
-420
-58% -$24.9K
EQR icon
1525
Equity Residential
EQR
$25.4B
$16.6K ﹤0.01%
281
-400
-59% -$24.7K
59 60
61
62 63

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DCP
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GCM
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CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
GCL
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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.