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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
DXCM icon
1601
DexCom
DXCM
$27.6B
$13.5K ﹤0.01%
215
-1,831
-89% -$128K
LYB icon
1602
LyondellBasell Industries
LYB
$19.5B
$13.5K ﹤0.01%
167
– –
PODD icon
1603
Insulet
PODD
$11.3B
$13.4K ﹤0.01%
64
-4
-6% -$1K
CBZ icon
1604
CBIZ
CBZ
$2.29B
$13.4K ﹤0.01%
500
– –
DAR icon
1605
Darling Ingredients
DAR
$9.93B
$13.4K ﹤0.01%
217
– –
SPIB icon
1606
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$13.4K ﹤0.01%
400
– –
FRT icon
1607
Federal Realty Investment Trust
FRT
$10.9B
$13.4K ﹤0.01%
126
-175
-58% -$18.3K
MFG icon
1608
Mizuho Financial
MFG
$129B
$13.3K ﹤0.01%
1,681
+420
+33% +$3.56K
MUSA icon
1609
Murphy USA
MUSA
$11.3B
$13.3K ﹤0.01%
27
– –
FTK icon
1610
Flotek Industries
FTK
$935M
$13.2K ﹤0.01%
+780
New +$13.4K
REET icon
1611
iShares Global REIT ETF
REET
$5.12B
$13.2K ﹤0.01%
526
– –
FSM icon
1612
Fortuna Silver Mines
FSM
$2.59B
$13.2K ﹤0.01%
1,332
– –
EMAN
1613
DELISTED
eMagin Corporation
EMAN
$13.2K ﹤0.01%
255
+240
+1,600% +$12.4K
NTES icon
1614
NetEase
NTES
$76.5B
$13.2K ﹤0.01%
118
-41
-26% -$5.09K
RACE icon
1615
Ferrari
RACE
$63.3B
$13.2K ﹤0.01%
39
+30
+333% +$10.5K
TWN
1616
Taiwan Fund
TWN
$493M
$13.1K ﹤0.01%
200
– –
TKO icon
1617
TKO Group
TKO
$13.5B
$13.1K ﹤0.01%
65
-8
-11% -$1.64K
UAMY icon
1618
United States Antimony
UAMY
$766M
$13.1K ﹤0.01%
1,501
– –
HOG icon
1619
Harley-Davidson
HOG
$2.68B
$13.1K ﹤0.01%
647
+585
+944% +$11.5K
PSO icon
1620
Pearson
PSO
$9.78B
$13.1K ﹤0.01%
996
+964
+3,013% +$12.5K
NFRA icon
1621
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$3.02B
$13K ﹤0.01%
204
– –
AER icon
1622
AerCap
AER
$23.9B
$13K ﹤0.01%
+95
New +$13.6K
TRNS icon
1623
Transcat
TRNS
$793M
$13K ﹤0.01%
177
-4
-2% -$282
WFRD icon
1624
Weatherford International
WFRD
$6.36B
$12.9K ﹤0.01%
136
– –
FOF icon
1625
Cohen & Steers Closed End Opportunity Fund
FOF
$374M
$12.8K ﹤0.01%
1,000
– –
63 64
65
66 67

Similar funds

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
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.