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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
QCLN icon
1951
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$633M
$2.5K ﹤0.01%
54
– –
TIPT icon
1952
Tiptree Inc
TIPT
$668M
$2.45K ﹤0.01%
145
-28,402
-99% -$486K
RSPE icon
1953
Invesco ESG S&P 500 Equal Weight ETF
RSPE
$67.6M
$2.41K ﹤0.01%
+82
New +$2.51K
LZB icon
1954
La-Z-Boy
LZB
$1.59B
$2.41K ﹤0.01%
75
– –
PKOH icon
1955
Park-Ohio Holdings
PKOH
$554M
$2.4K ﹤0.01%
100
– –
SE icon
1956
Sea Limited
SE
$61.2B
$2.4K ﹤0.01%
29
-81
-74% -$8.68K
TALO icon
1957
Talos Energy
TALO
$2.49B
$2.36K ﹤0.01%
150
-56
-27% -$719
FDN icon
1958
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.86B
$2.34K ﹤0.01%
10
– –
KAI icon
1959
Kadant
KAI
$3.69B
$2.34K ﹤0.01%
8
– –
IART icon
1960
Integra LifeSciences
IART
$1.54B
$2.32K ﹤0.01%
246
-355
-59% -$3.9K
DOGG icon
1961
FT Vest DJIA Dogs 10 Target Income ETF
DOGG
$78.3M
$2.3K ﹤0.01%
106
– –
JJSF icon
1962
J&J Snack Foods
JJSF
$1.43B
$2.3K ﹤0.01%
29
-14,910
-100% -$1.29M
IWY icon
1963
iShares Russell Top 200 Growth ETF
IWY
$16B
$2.24K ﹤0.01%
9
-109
-92% -$28.9K
ICLR icon
1964
Icon
ICLR
$12.8B
$2.21K ﹤0.01%
20
– –
BITQ icon
1965
Bitwise Crypto Industry Innovators ETF
BITQ
$385M
$2.21K ﹤0.01%
117
– –
PLNT icon
1966
Planet Fitness
PLNT
$4.23B
$2.16K ﹤0.01%
+29
New +$2.55K
AIO
1967
Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
$882M
$2.14K ﹤0.01%
100
– –
WINA icon
1968
Winmark
WINA
$1.19B
$2.14K ﹤0.01%
5
– –
PRVA icon
1969
Privia Health
PRVA
$3.21B
$2.12K ﹤0.01%
103
– –
WRBY icon
1970
Warby Parker
WRBY
$3.01B
$2.11K ﹤0.01%
100
– –
BBAX icon
1971
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.56B
$2.08K ﹤0.01%
35
– –
SILJ icon
1972
Amplify Junior Silver Miners ETF
SILJ
$3.27B
$2.08K ﹤0.01%
+70
New +$2.32K
SLM icon
1973
SLM Corp
SLM
$4.57B
$2.08K ﹤0.01%
97
-633
-87% -$15K
PII icon
1974
Polaris
PII
$4.15B
$2.07K ﹤0.01%
38
-142
-79% -$8.89K
TFII icon
1975
TFI International
TFII
$12.4B
$2.06K ﹤0.01%
+19
New +$2.12K
77 78
79
80 81

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GCM
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CCWM
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GCL
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KCM
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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.