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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
KRBN icon
1726
KraneShares Global Carbon Strategy ETF
KRBN
$141M
$8.02K ﹤0.01%
270
– –
FLGT icon
1727
Fulgent Genetics
FLGT
$559M
$7.95K ﹤0.01%
500
-7,600
-94% -$165K
PBE icon
1728
Invesco Biotechnology & Genome ETF
PBE
$281M
$7.92K ﹤0.01%
100
– –
IMXI icon
1729
International Money Express
IMXI
$392M
$7.9K ﹤0.01%
500
-35,843
-99% -$560K
MGV icon
1730
Vanguard Mega Cap Value ETF
MGV
$13.2B
$7.89K ﹤0.01%
54
-33
-38% -$4.89K
CVNA icon
1731
Carvana
CVNA
$43.3B
$7.86K ﹤0.01%
125
– –
DVA icon
1732
DaVita
DVA
$15.1B
$7.84K ﹤0.01%
51
-219
-81% -$29.7K
CTO
1733
CTO Realty Growth
CTO
$743M
$7.8K ﹤0.01%
422
+7
+2% +$131
STN icon
1734
Stantec
STN
$7.69B
$7.78K ﹤0.01%
+90
New +$8.46K
FXR icon
1735
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$732M
$7.75K ﹤0.01%
95
– –
AES icon
1736
AES
AES
$10.6B
$7.68K ﹤0.01%
545
– –
GLU
1737
Gabelli Utility & Income Trust
GLU
$116M
$7.66K ﹤0.01%
+400
New +$8.08K
ESLT icon
1738
Elbit Systems
ESLT
$38.4B
$7.64K ﹤0.01%
+9
New +$6.93K
VALE icon
1739
Vale
VALE
$62.9B
$7.64K ﹤0.01%
480
– –
BCE icon
1740
BCE
BCE
$19.9B
$7.6K ﹤0.01%
301
+117
+64% +$2.96K
AEG icon
1741
Aegon
AEG
$13.5B
$7.57K ﹤0.01%
+1,043
New +$7.77K
THO icon
1742
Thor Industries
THO
$3.99B
$7.51K ﹤0.01%
94
– –
FXH icon
1743
First Trust Health Care AlphaDEX Fund
FXH
$1.02B
$7.46K ﹤0.01%
68
– –
MORN icon
1744
Morningstar
MORN
$6.56B
$7.44K ﹤0.01%
44
-168
-79% -$31.2K
LVS icon
1745
Las Vegas Sands
LVS
$30.5B
$7.43K ﹤0.01%
138
+116
+527% +$6.6K
BBIO icon
1746
BridgeBio Pharma
BBIO
$16.5B
$7.43K ﹤0.01%
+100
New +$7.25K
CGGO icon
1747
Capital Group Global Growth Equity ETF
CGGO
$11.2B
$7.38K ﹤0.01%
+221
New +$7.87K
OXY.WS icon
1748
Occidental Petroleum Corp Warrants
OXY.WS
$33.2B
$7.34K ﹤0.01%
171
– –
AGO icon
1749
Assured Guaranty
AGO
$3.78B
$7.33K ﹤0.01%
90
-534
-86% -$45.6K
XHB icon
1750
State Street SPDR S&P Homebuilders ETF
XHB
$1.74B
$7.31K ﹤0.01%
74
– –
68 69
70
71 72

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.