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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
CALF icon
1826
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.59B
$5.38K ﹤0.01%
120
– –
ALLE icon
1827
Allegion
ALLE
$13B
$5.38K ﹤0.01%
37
+25
+208% +$3.99K
HLMN icon
1828
Hillman Solutions
HLMN
$1.56B
$5.38K ﹤0.01%
646
– –
USHY icon
1829
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.9B
$5.3K ﹤0.01%
144
– –
PFFD icon
1830
Global X US Preferred ETF
PFFD
$2.13B
$5.3K ﹤0.01%
288
– –
ZAP
1831
Global X U.S. Electrification ETF
ZAP
$473M
$5.27K ﹤0.01%
164
– –
HCI icon
1832
HCI Group
HCI
$2.28B
$5.26K ﹤0.01%
34
– –
TFPM icon
1833
Triple Flag Precious Metals
TFPM
$6B
$5.21K ﹤0.01%
150
– –
MASI
1834
DELISTED
Masimo
MASI
$5.16K ﹤0.01%
29
– –
CORO
1835
iShares International Country Rotation Active ETF
CORO
$7.64B
$5.14K ﹤0.01%
+160
New +$5.27K
MDB icon
1836
MongoDB
MDB
$24B
$5.14K ﹤0.01%
+21
New +$7.02K
XPEV icon
1837
XPeng
XPEV
$11.8B
$5.13K ﹤0.01%
300
-220
-42% -$4.08K
CNQ icon
1838
Canadian Natural Resources
CNQ
$96.9B
$5.12K ﹤0.01%
105
– –
EWZ icon
1839
iShares MSCI Brazil ETF
EWZ
$9.05B
$5.07K ﹤0.01%
+132
New +$4.83K
FDS icon
1840
Factset
FDS
$9.05B
$4.99K ﹤0.01%
23
-37
-62% -$8.63K
WYNN icon
1841
Wynn Resorts
WYNN
$10.1B
$4.98K ﹤0.01%
49
-36
-42% -$3.94K
GDEN
1842
DELISTED
Golden Entertainment
GDEN
$4.94K ﹤0.01%
185
– –
NTAP icon
1843
NetApp
NTAP
$32.9B
$4.92K ﹤0.01%
48
– –
ESTC icon
1844
Elastic
ESTC
$6.1B
$4.85K ﹤0.01%
+97
New +$5.96K
TBT icon
1845
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$293M
$4.81K ﹤0.01%
137
– –
WGMI icon
1846
CoinShares ETF Trust CoinShares Bitcoin Mining ETF
WGMI
$247M
$4.8K ﹤0.01%
+138
New +$5.8K
DFTX
1847
Definium Therapeutics
DFTX
$5.73B
$4.74K ﹤0.01%
+251
New +$4.26K
LEG icon
1848
Leggett & Platt
LEG
$1.52B
$4.74K ﹤0.01%
480
-1,000
-68% -$11.4K
LEU icon
1849
Centrus Energy
LEU
$3.22B
$4.69K ﹤0.01%
27
– –
IHE icon
1850
iShares US Pharmaceuticals ETF
IHE
$1.47B
$4.68K ﹤0.01%
54
– –
72 73
74
75 76

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.