We are live on ! Find out more
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
BPYPM
1901
Brookfield Property Partners 6.25% Class A Cumulative Redeemable Preferred Units Series 1
BPYPM
$3.48K ﹤0.01%
200
– –
DLY
1902
DoubleLine Yield Opportunities Fund
DLY
$671M
$3.48K ﹤0.01%
+250
New +$3.63K
VFF icon
1903
Village Farms International
VFF
$235M
$3.48K ﹤0.01%
1,225
– –
SOUN icon
1904
SoundHound AI
SOUN
$2.68B
$3.44K ﹤0.01%
500
– –
SRVR icon
1905
Pacer Data & Infrastructure Real Estate ETF
SRVR
$379M
$3.4K ﹤0.01%
109
– –
SEI
1906
Solaris Energy Infrastructure
SEI
$3.31B
$3.39K ﹤0.01%
60
– –
DEM icon
1907
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.88B
$3.38K ﹤0.01%
68
– –
NMM icon
1908
Navios Maritime Partners
NMM
$2.25B
$3.37K ﹤0.01%
50
– –
PRGO icon
1909
Perrigo
PRGO
$1.4B
$3.36K ﹤0.01%
313
-1,797
-85% -$23.3K
AEF
1910
abrdn Emerging Markets Equity Income Fund
AEF
$348M
$3.35K ﹤0.01%
459
– –
REXR icon
1911
Rexford Industrial Realty
REXR
$8.7B
$3.34K ﹤0.01%
102
-224
-69% -$8.41K
OTTR icon
1912
Otter Tail
OTTR
$3.88B
$3.33K ﹤0.01%
38
– –
HITI
1913
High Tide
HITI
$189M
$3.32K ﹤0.01%
1,450
– –
ANIX icon
1914
Anixa Biosciences
ANIX
$126M
$3.29K ﹤0.01%
1,275
-247
-16% -$731
BFAM icon
1915
Bright Horizons
BFAM
$3.99B
$3.29K ﹤0.01%
40
-327
-89% -$27.5K
PEN icon
1916
Penumbra
PEN
$12.5B
$3.28K ﹤0.01%
10
– –
MAGS icon
1917
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$3.91B
$3.25K ﹤0.01%
+56
New +$3.51K
SPXX icon
1918
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$331M
$3.21K ﹤0.01%
+200
New +$3.51K
GMAB icon
1919
Genmab
GMAB
$17.7B
$3.19K ﹤0.01%
119
-519
-81% -$15.6K
IOT icon
1920
Samsara
IOT
$19.3B
$3.17K ﹤0.01%
100
– –
CNR
1921
Core Natural Resources Inc
CNR
$4.19B
$3.14K ﹤0.01%
30
– –
HELP
1922
Cybin Inc
HELP
$472M
$3.13K ﹤0.01%
+653
New +$4.22K
IVZ icon
1923
Invesco
IVZ
$13.3B
$3.13K ﹤0.01%
129
-517
-80% -$13.5K
TLH icon
1924
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
$3.12K ﹤0.01%
31
– –
CLS icon
1925
Celestica
CLS
$35.1B
$3.1K ﹤0.01%
11
+10
+1,000% +$2.9K
75 76
77
78 79

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.