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
151
$301K 0.13%
+31,018
152
$294K 0.12%
+12,051
153
$275K 0.11%
+8,397
154
$275K 0.11%
+2,518
155
$275K 0.11%
+4,024
156
$274K 0.11%
+6,538
157
$271K 0.11%
+3,195
158
$264K 0.11%
+8,382
159
$263K 0.11%
+6,465
160
$262K 0.11%
+10,857
161
$260K 0.11%
+21,732
162
$253K 0.11%
+3,076
163
$250K 0.1%
+2,163
164
$247K 0.1%
+18,185
165
$244K 0.1%
+3,635
166
$238K 0.1%
+10,670
167
$238K 0.1%
+2,360
168
$238K 0.1%
+13,800
169
$232K 0.1%
+6,210
170
$226K 0.09%
+2,066
171
$226K 0.09%
+40,650
172
$221K 0.09%
+1,774
173
$219K 0.09%
+5,500
174
$218K 0.09%
+2,157
175
$215K 0.09%
+6,637
4 5 6
7
8