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
76
$968K 0.4%
+56,527
77
$960K 0.4%
+6,642
78
$959K 0.4%
+9,639
79
$950K 0.4%
+7,337
80
$933K 0.39%
+126,609
81
$918K 0.38%
+11,511
82
$903K 0.38%
+12,967
83
$886K 0.37%
+158,773
84
$881K 0.37%
+14,075
85
$851K 0.35%
+44,630
86
$841K 0.35%
+29,439
87
$825K 0.34%
+15,166
88
$817K 0.34%
+28,720
89
$814K 0.34%
+29,805
90
$799K 0.33%
+5,867
91
$787K 0.33%
+6,420
92
$786K 0.33%
+10,287
93
$767K 0.32%
+9,545
94
$760K 0.32%
+91,561
95
$759K 0.32%
+23,099
96
$738K 0.31%
+28,840
97
$737K 0.31%
+15,443
98
$736K 0.31%
+20,598
99
$715K 0.3%
+11,000
100
$707K 0.29%
+3,687
2 3
4
5 6