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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
TMFG icon
1851
Motley Fool Global Opportunities ETF
TMFG
$345M
$4.66K ﹤0.01%
+165
New +$4.89K
MAN icon
1852
ManpowerGroup
MAN
$2.39B
$4.66K ﹤0.01%
158
-1,131
-88% -$33.6K
ATE
1853
DELISTED
Advantest Corp
ATE
$4.62K ﹤0.01%
+34
New +$4.62K
ARKW icon
1854
ARK Web x.0 ETF
ARKW
$1.64B
$4.58K ﹤0.01%
+38
New +$5.04K
ICLN icon
1855
iShares Global Clean Energy ETF
ICLN
$2.38B
$4.57K ﹤0.01%
250
– –
GRX
1856
Gabelli Healthcare & Wellness Trust
GRX
$141M
$4.53K ﹤0.01%
500
+300
+150% +$2.88K
MACE
1857
DELISTED
MACE SECURITY INTL INC NEW
MACE
$4.52K ﹤0.01%
8,378
– –
RODM icon
1858
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.58B
$4.49K ﹤0.01%
114
– –
CNXC icon
1859
Concentrix
CNXC
$1.36B
$4.49K ﹤0.01%
164
-194
-54% -$6.88K
MUR icon
1860
Murphy Oil
MUR
$5.58B
$4.46K ﹤0.01%
108
– –
CM icon
1861
Canadian Imperial Bank of Commerce
CM
$107B
$4.45K ﹤0.01%
47
– –
QUBT icon
1862
Quantum Computing Inc
QUBT
$1.68B
$4.45K ﹤0.01%
650
– –
PALL icon
1863
abrdn Physical Palladium Shares ETF
PALL
$603M
$4.45K ﹤0.01%
165
– –
ENSG icon
1864
The Ensign Group
ENSG
$10.1B
$4.43K ﹤0.01%
22
– –
DNI
1865
DELISTED
Dividend and Income Fund
DNI
$4.42K ﹤0.01%
300
– –
PSNL icon
1866
Personalis
PSNL
$1.26B
$4.39K ﹤0.01%
690
– –
TE
1867
T1 Energy
TE
$1.4B
$4.39K ﹤0.01%
1,000
– –
GUNR icon
1868
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.19B
$4.36K ﹤0.01%
79
– –
EQH icon
1869
Equitable Holdings
EQH
$13.1B
$4.34K ﹤0.01%
117
– –
UMC icon
1870
United Microelectronic
UMC
$48.9B
$4.31K ﹤0.01%
480
– –
MTG icon
1871
MGIC Investment
MTG
$6.27B
$4.3K ﹤0.01%
164
-958
-85% -$25.6K
BNS icon
1872
Scotiabank
BNS
$106B
$4.3K ﹤0.01%
62
– –
LINE
1873
Lineage Inc
LINE
$9.43B
$4.26K ﹤0.01%
130
– –
IPGP icon
1874
IPG Photonics
IPGP
$3.89B
$4.13K ﹤0.01%
+36
New +$3.91K
LYV icon
1875
Live Nation Entertainment
LYV
$41.2B
$4.12K ﹤0.01%
27
– –
73 74
75
76 77

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.