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
$240M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$11.1M
3
+$6.09M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.34M
5
PEP icon
PepsiCo
PEP
+$5.08M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 13.14%
2 Energy 11.8%
3 Industrials 11.7%
4 Financials 10.29%
5 Technology 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.47M 0.61%
+88,588
52
$1.45M 0.6%
+35,951
53
$1.43M 0.6%
+46,108
54
$1.43M 0.6%
+25,277
55
$1.42M 0.59%
+26,150
56
$1.32M 0.55%
+15,430
57
$1.32M 0.55%
+32,129
58
$1.31M 0.55%
+34,839
59
$1.28M 0.54%
+89,108
60
$1.25M 0.52%
+20,531
61
$1.25M 0.52%
+12,830
62
$1.22M 0.51%
+27,553
63
$1.2M 0.5%
+5,559
64
$1.19M 0.5%
+29,182
65
$1.14M 0.47%
+23,613
66
$1.13M 0.47%
+54,363
67
$1.11M 0.46%
+15,710
68
$1.1M 0.46%
+41,784
69
$1.07M 0.45%
+36,063
70
$1.06M 0.44%
+10,801
71
$1.05M 0.44%
+109,222
72
$1.02M 0.42%
+13,773
73
$1.02M 0.42%
+46,035
74
$1M 0.42%
+12,261
75
$997K 0.42%
+23,805
1 2
3
4 5