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
76
$990K 0.42%
12,769
-198
77
$948K 0.41%
28,040
-800
78
$935K 0.4%
31,195
+5,625
79
$931K 0.4%
13,758
-1,952
80
$922K 0.39%
50,453
-6,074
81
$914K 0.39%
13,457
+7,232
82
$902K 0.39%
13,661
-6,870
83
$895K 0.38%
15,380
+214
84
$867K 0.37%
14,450
+375
85
$862K 0.37%
17,143
+1,700
86
$841K 0.36%
29,820
+1,100
87
$830K 0.36%
29,805
88
$818K 0.35%
17,239
+63
89
$818K 0.35%
66,034
+28,000
90
$804K 0.34%
3,944
+257
91
$799K 0.34%
30,383
-32,570
92
$790K 0.34%
41,380
-3,250
93
$789K 0.34%
4,887
-1,755
94
$777K 0.33%
28,629
-13,155
95
$765K 0.33%
5,759
-661
96
$758K 0.32%
8,947
-598
97
$756K 0.32%
19,884
+159
98
$749K 0.32%
4,980
-2,357
99
$735K 0.31%
37,691
+6,644
100
$733K 0.31%
5,335
+845
2 3
4
5 6