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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
TGNA icon
2351
DELISTED
TEGNA Inc
TGNA
– –
-1,000
Closed -$19.4K –
TME icon
2352
Tencent Music
TME
$14.1B
– –
-116
Closed -$2.03K –
TNK icon
2353
Teekay Tankers
TNK
$3.39B
– –
-5,542
Closed -$296K –
TROX icon
2354
Tronox
TROX
$546M
– –
-50,000
Closed -$209K –
UNG icon
2355
United States Natural Gas Fund
UNG
$509M
– –
-6,850
Closed -$84K –
USO icon
2356
United States Oil Fund
USO
$2.07B
– –
-1,380
Closed -$95.4K –
USPH icon
2357
US Physical Therapy
USPH
$1.27B
– –
-13
Closed -$1.01K –
UTZ icon
2358
Utz Brands
UTZ
$1.27B
– –
-39,750
Closed -$413K –
UWMC icon
2359
UWM Holdings
UWMC
$369M
– –
-2,884
Closed -$12.6K –
VXX icon
2360
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$135M
– –
-1,000
Closed -$26.5K –
VYX icon
2361
NCR Voyix
VYX
$1.05B
– –
-275,396
Closed -$2.81M –
WEN icon
2362
Wendy's
WEN
$1.27B
– –
-4,670
Closed -$38.9K –
WES icon
2363
Western Midstream Partners
WES
$18.4B
– –
-20
Closed -$790 –
WWW icon
2364
Wolverine World Wide
WWW
$1.63B
– –
-40,667
Closed -$738K –
XLC icon
2365
PUT
State Street Communication Services Select Sector SPDR ETF
XLC
$23.6B
– –
-1,200
Closed -$12 –
XSMO icon
2366
Invesco S&P SmallCap Momentum ETF
XSMO
$2.76B
– –
-100
Closed -$7.2K –
ZEUS icon
2367
DELISTED
Olympic Steel
ZEUS
– –
-2,370
Closed -$101K –
ZLAB icon
2368
Zai Lab
ZLAB
$2.67B
– –
-15
Closed -$265 –
DAY icon
2369
DELISTED
Dayforce
DAY
– –
-180
Closed -$12.4K –
BNAIW icon
2370
Brand Engagement Network Warrant
BNAIW
$822K
– –
-16,048
Closed -$705 –
LOAR icon
2371
Loar Holdings
LOAR
$5.78B
– –
-250
Closed -$17K –
LION icon
2372
Lionsgate Studios
LION
$3.19B
– –
-176,460
Closed -$1.61M –
INGM icon
2373
Ingram Micro Holding
INGM
$6.11B
– –
-1,449
Closed -$30.9K –
MSLC icon
2374
Morgan Stanley Pathway Large Cap Equity ETF
MSLC
$4.04B
– –
-1,438
Closed -$78.2K –
MSSM icon
2375
Morgan Stanley Pathway Small-Mid Cap Equity ETF
MSSM
$680M
– –
-326
Closed -$16.5K –
93 94
95
96 97

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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.