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Ancora Advisors

Ancora Advisors Portfolio holdings

AUM $5.19B Turnover 24.13%
1-Year Est. Return 23.19%
This Fund
S&P 500
This Quarter Est. Return
-0.3%
1 Year Est. Return
+23.19%
3 Year Est. Return
+74.21%
5 Year Est. Return
+90.38%
10 Year Est. Return
+426.77%
AUM
$4.7B
AUM Growth
-$154M
Cap. Flow
-$19.2M
Cap. Flow %
-0.41%
Top 10 Hldgs %
26.23%
Holding
2,736
New
217
Increased
745
Reduced
587
Closed
260
Avg Time Held Equity + Options
3.2 years
Top 10 Avg Time Held Equity + Options
3.4 years
Top 20 Avg Time Held Equity + Options
3.5 years
Avg Time Held Equity only
3.3 years
Top 10 Avg Time Held Equity only
3.4 years
Top 20 Avg Time Held Equity only
3.5 years

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 icon
PotlatchDeltic
PCH
+$18.7M
4
RAL icon
Ralliant Corp
RAL
+$16.8M
5
VEEV icon
Veeva Systems
VEEV
+$13.2M

Sector Composition

Rank Sector Weight
1 Miscellaneous 28.5%
2 Industrials 13.76%
3 Technology 12.95%
4 Consumer Discretionary 11.21%
5 Financials 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
INBK icon
2276
First Internet Bancorp
INBK
$224M
– –
-17,474
Closed -$365K –
INSP icon
2277
Inspire Medical Systems
INSP
$1.99B
– –
-4
Closed -$369 –
ITRN icon
2278
Ituran Location and Control
ITRN
$986M
– –
-8,318
Closed -$358K –
JAMF icon
2279
DELISTED
Jamf
JAMF
– –
-38
Closed -$494 –
JOUT icon
2280
Johnson Outdoors
JOUT
$455M
– –
-6,601
Closed -$280K –
KIDS icon
2281
OrthoPediatrics
KIDS
$573M
– –
-9
Closed -$160 –
KIM icon
2282
Kimco Realty
KIM
$15.4B
– –
-76
Closed -$1.54K –
KRNT icon
2283
Kornit Digital
KRNT
$729M
– –
-27
Closed -$388 –
KRT icon
2284
Karat Packaging
KRT
$1.06B
– –
-10,967
Closed -$248K –
LAD icon
2285
Lithia Motors
LAD
$6.49B
– –
-115
Closed -$38.2K –
LEVI icon
2286
Levi Strauss
LEVI
$7.84B
– –
-30
Closed -$622 –
LITE icon
2287
Lumentum
LITE
$74.7B
– –
-7
Closed -$2.58K –
LKQ icon
2288
CALL
LKQ Corp
LKQ
$5.62B
– –
-6,007
Closed -$1.09M –
LOVE icon
2289
LoveSac
LOVE
$209M
– –
-3,869
Closed -$57.1K –
LPSN icon
2290
DELISTED
LivePerson
LPSN
– –
-62
Closed -$240 –
LYFT icon
2291
Lyft
LYFT
$6.37B
– –
-488
Closed -$9.45K –
MBCN icon
2292
DELISTED
Middlefield Banc Corp
MBCN
– –
-6,157
Closed -$213K –
MOH icon
2293
Molina Healthcare
MOH
$10.8B
– –
-66
Closed -$11.5K –
MOV icon
2294
Movado Group
MOV
$733M
– –
-23,550
Closed -$486K –
MRAM icon
2295
Everspin Technologies
MRAM
$317M
– –
-160
Closed -$1.49K –
MVF icon
2296
DELISTED
BlackRock MuniVest Fund
MVF
– –
-26,395
Closed -$183K –
NANC icon
2297
Subversive Congressional Democrats Trading ETF
NANC
$288M
– –
-150
Closed -$6.85K –
NATR icon
2298
Nature's Sunshine
NATR
$222M
– –
-41,069
Closed -$886K –
NEOG icon
2299
Neogen
NEOG
$2.58B
– –
-18
Closed -$126 –
NGVT icon
2300
Ingevity
NGVT
$2.4B
– –
-58,789
Closed -$3.48M –
90 91
92
93 94

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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, 587 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 Miscellaneous at 28% of assets, up from 27% a quarter earlier, followed by Industrials and Technology.

  • 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.