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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
ALLY icon
1626
Ally Financial
ALLY
$13.1B
$12.8K ﹤0.01%
+327
New +$13.5K
FXB icon
1627
Invesco CurrencyShares British Pound Sterling Trust
FXB
$76.9M
$12.7K ﹤0.01%
100
– –
SFM icon
1628
Sprouts Farmers Market
SFM
$7.04B
$12.7K ﹤0.01%
165
+150
+1,000% +$11.2K
HST icon
1629
Host Hotels & Resorts
HST
$16.8B
$12.5K ﹤0.01%
654
+241
+58% +$4.6K
ING icon
1630
ING
ING
$93.8B
$12.5K ﹤0.01%
480
– –
FXU icon
1631
First Trust Utilities AlphaDEX Fund
FXU
$840M
$12.4K ﹤0.01%
250
– –
RSPT icon
1632
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.38B
$12.4K ﹤0.01%
273
– –
VMD icon
1633
Viemed Healthcare
VMD
$451M
$12.4K ﹤0.01%
1,343
-24,711
-95% -$206K
LAMR icon
1634
Lamar Advertising Co
LAMR
$16.2B
$12.3K ﹤0.01%
+97
New +$12.7K
GHY
1635
PGIM Global High Yield Fund
GHY
$478M
$12.2K ﹤0.01%
+1,050
New +$13.1K
ILCB icon
1636
iShares Morningstar US Equity ETF
ILCB
$1.26B
$12.2K ﹤0.01%
136
– –
GEN icon
1637
Gen Digital
GEN
$15.6B
$12.1K ﹤0.01%
645
+346
+116% +$8.01K
CCEP icon
1638
Coca-Cola Europacific Partners
CCEP
$46.5B
$12.1K ﹤0.01%
133
+58
+77% +$5.57K
PHG icon
1639
Philips
PHG
$25.4B
$12K ﹤0.01%
455
+420
+1,200% +$11.9K
FMS icon
1640
Fresenius Medical Care
FMS
$13.2B
$12K ﹤0.01%
531
+515
+3,219% +$11.8K
SAIA icon
1641
Saia
SAIA
$11.3B
$11.9K ﹤0.01%
34
– –
CVR icon
1642
Chicago Rivet & Machine Co
CVR
$9.56M
$11.9K ﹤0.01%
1,200
– –
EPAM icon
1643
EPAM Systems
EPAM
$4.69B
$11.9K ﹤0.01%
88
-43
-33% -$7.35K
EWG icon
1644
iShares MSCI Germany ETF
EWG
$1.5B
$11.9K ﹤0.01%
300
– –
MIST icon
1645
Milestone Pharmaceuticals
MIST
$144M
$11.9K ﹤0.01%
10,000
– –
IP icon
1646
International Paper
IP
$22.3B
$11.7K ﹤0.01%
329
+56
+21% +$2.33K
FETH
1647
Fidelity Ethereum Fund
FETH
$1B
$11.7K ﹤0.01%
558
-11
-2% -$263
CGDV icon
1648
Capital Group Dividend Value ETF
CGDV
$36.6B
$11.5K ﹤0.01%
+271
New +$12K
IDCC icon
1649
InterDigital
IDCC
$6.68B
$11.5K ﹤0.01%
38
– –
NVT icon
1650
nVent Electric
NVT
$24.5B
$11.5K ﹤0.01%
97
+64
+194% +$7.27K
64 65
66
67 68

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.