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
51
$1.52M 0.65%
35,141
-903
52
$1.48M 0.63%
14,647
+3,846
53
$1.46M 0.62%
49,790
+3,682
54
$1.43M 0.61%
30,256
-6,841
55
$1.42M 0.61%
85,361
-3,227
56
$1.4M 0.6%
31,093
-4,858
57
$1.33M 0.57%
85,736
-14,284
58
$1.3M 0.56%
30,182
+1,000
59
$1.29M 0.55%
60,198
+5,835
60
$1.28M 0.55%
30,036
-2,093
61
$1.27M 0.55%
20,397
-8,613
62
$1.25M 0.53%
6,161
+602
63
$1.24M 0.53%
18,658
-4,955
64
$1.19M 0.51%
9,050
-4,925
65
$1.15M 0.49%
37,428
+1,365
66
$1.09M 0.47%
9,689
+50
67
$1.08M 0.46%
16,761
+7,998
68
$1.07M 0.46%
11,026
-1,804
69
$1.05M 0.45%
23,805
70
$1.04M 0.44%
43,809
-2,226
71
$1.02M 0.44%
31,098
+1,659
72
$1.02M 0.44%
177,157
+18,384
73
$1.01M 0.43%
12,050
-211
74
$1.01M 0.43%
26,362
+3,263
75
$1M 0.43%
12,687
+1,176
1 2
3
4 5