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AFWA

Ancora Family Wealth Advisors Portfolio holdings

AUM $293M
1-Year Est. Return 15.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$1.33M
3
+$950K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$740K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$667K

Top Sells

1
+$1.28M
2
+$962K
3
+$886K
4
GWW icon
W.W. Grainger
GWW
+$823K
5
SLB icon
SLB Ltd
SLB
+$770K

Sector Composition

1 Consumer Staples 14.3%
2 Industrials 11.61%
3 Energy 10.77%
4 Healthcare 10.51%
5 Financials 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
26
Vanguard S&P 500 ETF
VOO
$986B
$2.54M 0.96%
13,187
+88
WFC icon
27
Wells Fargo
WFC
$261B
$2.49M 0.94%
52,691
+2,682
DIS icon
28
Walt Disney
DIS
$177B
$2.42M 0.92%
24,748
+62
UNH icon
29
UnitedHealth
UNH
$370B
$2.37M 0.9%
16,804
-184
PSX icon
30
Phillips 66
PSX
$67.8B
$2.34M 0.89%
29,505
-654
ZTS icon
31
Zoetis
ZTS
$33B
$2.29M 0.87%
48,282
+1,156
PEO
32
Adams Natural Resources Fund
PEO
$689M
$2.26M 0.86%
116,795
-21,315
DEO icon
33
Diageo
DEO
$44.5B
$2.22M 0.84%
19,683
+2,320
HON icon
34
Honeywell
HON
$147B
$2.17M 0.82%
20,792
+889
QCOM icon
35
Qualcomm
QCOM
$230B
$2.04M 0.77%
38,138
+462
VZ icon
36
Verizon
VZ
$189B
$2.01M 0.76%
35,922
-1,722
APA icon
37
APA Corp
APA
$12.1B
$1.94M 0.73%
34,829
-7,269
MSFT icon
38
Microsoft
MSFT
$2.86T
$1.92M 0.73%
37,561
+5,283
CVS icon
39
CVS Health
CVS
$127B
$1.91M 0.72%
19,979
+60
VCSH icon
40
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.4B
$1.91M 0.72%
23,667
+9,223
WPC icon
41
W.P. Carey
WPC
$16.2B
$1.91M 0.72%
28,098
+296
BX icon
42
Blackstone
BX
$157B
$1.86M 0.7%
75,846
+14,654
CSX icon
43
CSX Corp
CSX
$85.5B
$1.86M 0.7%
213,777
-25,530
CERN
44
DELISTED
Cerner Corp
CERN
$1.84M 0.7%
31,462
+8,650
RSG icon
45
Republic Services
RSG
$64.4B
$1.82M 0.69%
35,567
-3,462
GOOGL icon
46
Alphabet (Google) Class A
GOOGL
$4.45T
$1.76M 0.67%
49,960
-960
FEX icon
47
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.6B
$1.7M 0.64%
37,652
+118
TWX
48
DELISTED
Time Warner Inc
TWX
$1.69M 0.64%
22,923
+5,278
GILD icon
49
Gilead Sciences
GILD
$156B
$1.66M 0.63%
19,835
+2,526
ABBV icon
50
AbbVie
ABBV
$391B
$1.62M 0.62%
26,232
-1,097
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