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
101
$733K 0.31%
5,925
+58
102
$717K 0.31%
81,018
-10,543
103
$702K 0.3%
+11,662
104
$699K 0.3%
19,706
-892
105
$692K 0.3%
7,263
-11
106
$691K 0.3%
11,679
107
$667K 0.29%
8,768
-747
108
$667K 0.29%
7,889
-2,398
109
$656K 0.28%
14,029
+2,621
110
$641K 0.27%
27,556
+10,750
111
$639K 0.27%
8,378
-5,395
112
$637K 0.27%
87,700
-38,909
113
$635K 0.27%
11,538
+196
114
$629K 0.27%
42,792
-46,316
115
$627K 0.27%
4,201
+487
116
$568K 0.24%
11,922
+2,385
117
$547K 0.23%
53,805
-55,417
118
$540K 0.23%
4,987
+19
119
$525K 0.22%
7,631
+36
120
$521K 0.22%
50,941
-7,386
121
$519K 0.22%
12,081
-201
122
$500K 0.21%
7,500
-192
123
$488K 0.21%
14,158
-7,221
124
$485K 0.21%
9,150
125
$468K 0.2%
3,958
-1,139
3 4
5
6 7