ANCORA PRIVATE WEALTH ADVISORS, LLC current holdings: USA ETF
ANCORA PRIVATE WEALTH ADVISORS, LLC reported $0.05 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 49 positions, in its Form 13F for the quarter ended 2016-09-30; the largest are SCHZ, SCHX, SCHF.
- SCHZ: Country of operation —; Class US AGGREGATE B; Shares 266,439; Value $14,300,000.
- SCHX: Country of operation —; Class US LRG CAP ETF; Shares 118,878; Value $6,136,000.
- SCHF: Country of operation —; Class INTL EQTY ETF; Shares 152,361; Value $4,386,000.
- VOO: Country of operation —; Class S&P 500 ETF SHS; Shares 14,116; Value $2,805,000.
Form 13F-HR as filed (SEC CIK 1657660): quarter ended 2016-09-30, filed 2016-11-04. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2016-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | Quarter end | Filed | Performance |
|---|
SCHZ
SCHWAB STRATEGIC TR | | US AGGREGATE B | 266,439 | $14,300,000 | 2016-09-30 | 2016-11-04 | |
|---|
SCHX
SCHWAB STRATEGIC TR | | US LRG CAP ETF | 118,878 | $6,136,000 | 2016-09-30 | 2016-11-04 | |
|---|
SCHF
SCHWAB STRATEGIC TR | | INTL EQTY ETF | 152,361 | $4,386,000 | 2016-09-30 | 2016-11-04 | |
|---|
VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 14,116 | $2,805,000 | 2016-09-30 | 2016-11-04 | |
|---|
VCSH
VANGUARD SCOTTSDALE FDS | | SHRT TRM CORP BD | 31,172 | $2,511,000 | 2016-09-30 | 2016-11-04 | |
|---|
PEO
ADAM NAT RES FD INC | | COM | 94,837 | $1,890,000 | 2016-09-30 | 2016-11-04 | |
|---|
FEX
FIRST TR LRGE CP CORE ALPHA | | COM SHS | 39,561 | $1,849,000 | 2016-09-30 | 2016-11-04 | |
|---|
EOT
EATON VANCE NATL MUN OPPORT | | COM SHS | 60,850 | $1,419,000 | 2016-09-30 | 2016-11-04 | |
|---|
VXF
VANGUARD INDEX FDS | | EXTEND MKT ETF | 14,926 | $1,362,000 | 2016-09-30 | 2016-11-04 | |
|---|
FDL
FIRST TR MORNINGSTAR DIV LEA | | SHS | 45,380 | $1,238,000 | 2016-09-30 | 2016-11-04 | |
|---|
SCHE
SCHWAB STRATEGIC TR | | EMRG MKTEQ ETF | 50,476 | $1,164,000 | 2016-09-30 | 2016-11-04 | |
|---|
IJH
ISHARES TR | | CORE S&P MCP ETF | 6,617 | $1,024,000 | 2016-09-30 | 2016-11-04 | |
|---|
SPY
SPDR S&P 500 ETF TR | | TR UNIT | 3,784 | $818,000 | 2016-09-30 | 2016-11-04 | |
|---|
VHT
VANGUARD WORLD FDS | | HEALTH CAR ETF | 6,045 | $803,000 | 2016-09-30 | 2016-11-04 | |
|---|
UTF
COHEN & STEERS INFRASTRUCTUR | | COM | 30,402 | $655,000 | 2016-09-30 | 2016-11-04 | |
|---|
IJR
ISHARES TR | | CORE S&P SCP ETF | 5,119 | $636,000 | 2016-09-30 | 2016-11-04 | |
|---|
VGT
VANGUARD WORLD FDS | | INF TECH ETF | 5,190 | $625,000 | 2016-09-30 | 2016-11-04 | |
|---|
VNQ
VANGUARD INDEX FDS | | REIT ETF | 6,728 | $584,000 | 2016-09-30 | 2016-11-04 | |
|---|
IGSB
ISHARES TR | | 1-3 YR CR BD ETF | 5,151 | $545,000 | 2016-09-30 | 2016-11-04 | |
|---|
EXG
EATON VANCE TAX MNGD GBL DV | | COM | 58,651 | $509,000 | 2016-09-30 | 2016-11-04 | |
|---|
SCHD
SCHWAB STRATEGIC TR | | US DIVIDEND EQ | 11,834 | $501,000 | 2016-09-30 | 2016-11-04 | |
|---|
AGG
ISHARES TR | | CORE US AGGBD ET | 3,942 | $443,000 | 2016-09-30 | 2016-11-04 | |
|---|
GRX
GABELLI HLTHCARE & WELLNESS | | SHS | 42,395 | $441,000 | 2016-09-30 | 2016-11-04 | |
|---|
HDV
ISHARES TR | | CORE HIGH DV ETF | 5,169 | $420,000 | 2016-09-30 | 2016-11-04 | |
|---|
GDX
VANECK VECTORS ETF TR | | GOLD MINERS ETF | 15,625 | $413,000 | 2016-09-30 | 2016-11-04 | |
|---|
VO
VANGUARD INDEX FDS | | MID CAP ETF | 3,170 | $410,000 | 2016-09-30 | 2016-11-04 | |
|---|
IWS
ISHARES TR | | RUS MDCP VAL ETF | 4,455 | $342,000 | 2016-09-30 | 2016-11-04 | |
|---|
BSV
VANGUARD BD INDEX FD INC | | SHORT TRM BOND | 4,227 | $342,000 | 2016-09-30 | 2016-11-04 | |
|---|
IWR
ISHARES TR | | RUS MID-CAP ETF | 1,948 | $340,000 | 2016-09-30 | 2016-11-04 | |
|---|
BIV
VANGUARD BD INDEX FD INC | | INTERMED TERM | 3,734 | $327,000 | 2016-09-30 | 2016-11-04 | |
|---|
IBB
ISHARES TR | | NASDQ BIOTEC ETF | 1,064 | $308,000 | 2016-09-30 | 2016-11-04 | |
|---|
VXUS
VANGUARD STAR FD | | VG TL INTL STK F | 6,480 | $306,000 | 2016-09-30 | 2016-11-04 | |
|---|
EFA
ISHARES TR | | MSCI EAFE ETF | 5,118 | $303,000 | 2016-09-30 | 2016-11-04 | |
|---|
SCHB
SCHWAB STRATEGIC TR | | US BRD MKT ETF | 5,781 | $302,000 | 2016-09-30 | 2016-11-04 | |
|---|
EEM
ISHARES TR | | MSCI EMG MKT ETF | 7,645 | $286,000 | 2016-09-30 | 2016-11-04 | |
|---|
VIG
VANGUARD SPECIALIZED PORTFOL | | DIV APP ETF | 3,354 | $281,000 | 2016-09-30 | 2016-11-04 | |
|---|
XLI
SELECT SECTOR SPDR TR | | SBI INT-INDS | 4,790 | $280,000 | 2016-09-30 | 2016-11-04 | |
|---|
NXP
NUVEEN SELECT TAX FREE INCM | | SH BEN INT | 18,185 | $279,000 | 2016-09-30 | 2016-11-04 | |
|---|
VYM
VANGUARD WHITEHALL FDS INC | | HIGH DIV YLD | 3,873 | $279,000 | 2016-09-30 | 2016-11-04 | |
|---|
JQC
NUVEEN CR STRATEGIES INCM FD | | COM SHS | 32,174 | $273,000 | 2016-09-30 | 2016-11-04 | |
|---|
IYH
ISHARES TR | | US HLTHCARE ETF | 1,770 | $266,000 | 2016-09-30 | 2016-11-04 | |
|---|
HYG
ISHARES TR | | IBOXX HI YD ETF | 2,994 | $261,000 | 2016-09-30 | 2016-11-04 | |
|---|
DIA
SPDR DOW JONES INDL AVRG ETF | | UT SER 1 | 1,355 | $248,000 | 2016-09-30 | 2016-11-04 | |
|---|
BOE
BLACKROCK GLOBAL OPP EQTY TR | | COM | 18,771 | $230,000 | 2016-09-30 | 2016-11-04 | |
|---|
ETJ
EATON VANCE RISK MNGD DIV EQ | | COM | 22,695 | $214,000 | 2016-09-30 | 2016-11-04 | |
|---|
FAB
FIRST TR MULTI CP VAL ALPHA | | COM SHS | 4,498 | $205,000 | 2016-09-30 | 2016-11-04 | |
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IEI
ISHARES TR | | 3-7 YR TR BD ETF | 1,608 | $203,000 | 2016-09-30 | 2016-11-04 | |
|---|
STEW
BOULDER GROWTH & INCOME FD I | | COM | 21,979 | $184,000 | 2016-09-30 | 2016-11-04 | |
|---|
MHF
WESTERN ASSET MUN HI INCM FD | | COM | 15,864 | $126,000 | 2016-09-30 | 2016-11-04 | |
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