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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
CGXU icon
1926
Capital Group International Focus Equity ETF
CGXU
$6.12B
$3.07K ﹤0.01%
+104
New +$3.21K
KGC icon
1927
Kinross Gold
KGC
$28.5B
$3.05K ﹤0.01%
100
+40
+67% +$1.31K
TFIN icon
1928
Triumph Financial Inc
TFIN
$1.84B
$2.98K ﹤0.01%
50
– –
TDTT icon
1929
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.52B
$2.93K ﹤0.01%
121
– –
BANC icon
1930
Banc of California
BANC
$3.28B
$2.88K ﹤0.01%
+164
New +$3.13K
ARKX icon
1931
ARK Space & Defense Innovation ETF
ARKX
$802M
$2.88K ﹤0.01%
+98
New +$3.14K
WAL icon
1932
Western Alliance Bancorporation
WAL
$9.07B
$2.83K ﹤0.01%
+40
New +$3.33K
AOA icon
1933
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.16B
$2.83K ﹤0.01%
32
– –
ACM icon
1934
Aecom
ACM
$9.07B
$2.8K ﹤0.01%
+33
New +$3.13K
PTON icon
1935
Peloton Interactive
PTON
$2.63B
$2.79K ﹤0.01%
650
– –
ASND icon
1936
Ascendis Pharma A/S
ASND
$16.7B
$2.75K ﹤0.01%
12
– –
UA icon
1937
Under Armour Class C
UA
$2.92B
$2.74K ﹤0.01%
473
– –
DBA icon
1938
Invesco DB Agriculture Fund
DBA
$1.26B
$2.73K ﹤0.01%
100
– –
HRB icon
1939
H&R Block
HRB
$5.18B
$2.73K ﹤0.01%
+86
New +$3K
ONDS icon
1940
Ondas Inc
ONDS
$4.44B
$2.71K ﹤0.01%
+300
New +$3.26K
GRFS
1941
Grifois
GRFS
$5.16B
$2.7K ﹤0.01%
+337
New +$2.97K
OR icon
1942
OR Royalties Inc
OR
$5.47B
$2.7K ﹤0.01%
71
-71
-50% -$2.92K
VFLO icon
1943
VictoryShares Free Cash Flow ETF
VFLO
$8.44B
$2.65K ﹤0.01%
67
– –
GRAB icon
1944
Grab
GRAB
$13.5B
$2.63K ﹤0.01%
+718
New +$3.04K
PEBO icon
1945
Peoples Bancorp
PEBO
$1.45B
$2.61K ﹤0.01%
79
+1
+1% +$32
WLDN icon
1946
Willdan Group
WLDN
$1.1B
$2.6K ﹤0.01%
+34
New +$3.6K
ACHR icon
1947
Archer Aviation
ACHR
$3.64B
$2.58K ﹤0.01%
500
-500
-50% -$3.57K
MTN icon
1948
Vail Resorts
MTN
$5.19B
$2.57K ﹤0.01%
20
-170
-89% -$23.2K
AMBA icon
1949
Ambarella
AMBA
$2.99B
$2.52K ﹤0.01%
49
– –
KMPR icon
1950
Kemper
KMPR
$1.7B
$2.51K ﹤0.01%
82
-767
-90% -$26.3K
76 77
78
79 80

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DCP
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GCM
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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
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EI
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RS
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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.