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
126
$466K 0.2%
4,842
-1,024
127
$457K 0.2%
5,277
+300
128
$455K 0.19%
5,176
-519
129
$413K 0.18%
41,400
+7,500
130
$405K 0.17%
25,000
131
$399K 0.17%
30,219
-4,964
132
$393K 0.17%
3,838
-1,397
133
$388K 0.17%
50,179
-31,225
134
$382K 0.16%
4,490
+108
135
$374K 0.16%
8,338
+1,800
136
$367K 0.16%
6,299
+27
137
$355K 0.15%
10,611
-24,228
138
$351K 0.15%
11,090
139
$346K 0.15%
16,540
140
$343K 0.15%
26,111
+84
141
$335K 0.14%
15,708
142
$331K 0.14%
4,638
-330
143
$324K 0.14%
6,426
-163
144
$309K 0.13%
+1,638
145
$306K 0.13%
2,315
+152
146
$304K 0.13%
29,618
-1,400
147
$294K 0.13%
2,445
-655
148
$293K 0.13%
10,864
-1,187
149
$277K 0.12%
20,180
-4,750
150
$275K 0.12%
4,024
4 5
6
7 8