AFWA

Ancora Family Wealth Advisors Portfolio holdings

AUM $293M
1-Year Est. Return 15.46%
This Quarter Est. Return
1 Year Est. Return
+15.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
-$6.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.01M
3
+$827K
4
CERN
Cerner Corp
CERN
+$702K
5
WELL icon
Welltower
WELL
+$649K

Top Sells

1
+$9.52M
2
+$857K
3
+$851K
4
NOV icon
NOV
NOV
+$811K
5
RWM icon
ProShares Short Russell2000
RWM
+$715K

Sector Composition

1 Industrials 11.69%
2 Energy 11.69%
3 Consumer Staples 10.34%
4 Financials 10.19%
5 Healthcare 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.48M 1.06%
96,822
+6,510
27
$2.48M 1.06%
31,660
+10,579
28
$2.44M 1.04%
44,798
-5,519
29
$2.42M 1.03%
141,656
+737
30
$2.23M 0.95%
156,629
+43,009
31
$2.14M 0.92%
247,884
-1,785
32
$2.13M 0.91%
35,045
+200
33
$2.11M 0.9%
20,077
-3,000
34
$2.04M 0.87%
17,379
-3,014
35
$2.01M 0.86%
+51,720
36
$1.93M 0.83%
43,405
-3,361
37
$1.85M 0.79%
38,685
+1,808
38
$1.84M 0.79%
40,760
-3,666
39
$1.81M 0.78%
41,229
-8,460
40
$1.75M 0.75%
17,709
-2,505
41
$1.74M 0.74%
37,613
-3,221
42
$1.73M 0.74%
34,640
-8,206
43
$1.72M 0.74%
26,059
-5,529
44
$1.72M 0.73%
30,958
+3,405
45
$1.7M 0.73%
17,338
-147
46
$1.57M 0.67%
14,438
-329
47
$1.56M 0.67%
14,981
-449
48
$1.55M 0.66%
26,748
+1,471
49
$1.53M 0.66%
25,854
-296
50
$1.52M 0.65%
14,584
-3,675
1
2
3 4 5