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
1
$11.5M 4.92%
446,796
+22,298
2
$7.16M 3.06%
58,081
-77,209
3
$5.84M 2.5%
221,888
+1,100
4
$5.47M 2.34%
60,781
+7,140
5
$5.11M 2.18%
65,486
-2,106
6
$4.89M 2.09%
48,981
-4,890
7
$4.82M 2.06%
60,680
+4,909
8
$4.81M 2.06%
594,672
-105,144
9
$4.35M 1.86%
49,779
+3,567
10
$3.9M 1.67%
283,280
-31,920
11
$3.81M 1.63%
37,052
+5,970
12
$3.62M 1.55%
59,880
-2,239
13
$3.55M 1.52%
52,175
+9,537
14
$3.36M 1.44%
34,479
+978
15
$3.34M 1.43%
25,316
-2,216
16
$3.19M 1.36%
+84,080
17
$3.18M 1.36%
45,630
+805
18
$3.11M 1.33%
85,237
-6,944
19
$2.97M 1.27%
114,289
+6,484
20
$2.86M 1.22%
54,983
+1,077
21
$2.62M 1.12%
56,127
-5,122
22
$2.6M 1.11%
2,035
+291
23
$2.57M 1.1%
20,437
-3,247
24
$2.48M 1.06%
13,279
-84
25
$2.48M 1.06%
30,304
-5,481
1
2 3 4 5