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
151
$271K 0.12%
3,733
-879
152
$268K 0.11%
3,230
+35
153
$267K 0.11%
6,837
-1,545
154
$266K 0.11%
2,465
-53
155
$266K 0.11%
+3,925
156
$260K 0.11%
18,185
157
$250K 0.11%
3,635
158
$249K 0.11%
3,662
-2,913
159
$249K 0.11%
5,220
160
$243K 0.1%
7,562
-835
161
$241K 0.1%
17,001
-9,100
162
$237K 0.1%
3,079
+3
163
$233K 0.1%
+14,550
164
$228K 0.1%
7,850
165
$225K 0.1%
14,408
-5,889
166
$218K 0.09%
2,017
-49
167
$216K 0.09%
+635
168
$212K 0.09%
6,637
169
$210K 0.09%
5,232
170
$209K 0.09%
1,857
-300
171
$209K 0.09%
+1,286
172
$208K 0.09%
6,210
173
$205K 0.09%
+1,962
174
$203K 0.09%
+1,698
175
$200K 0.09%
20,498
-1,250
5 6
7
8 9