AAS

Ameritas Advisory Services Portfolio holdings

AUM $1.92B
1-Year Est. Return 13.42%
This Quarter Est. Return
1 Year Est. Return
+13.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.73B
AUM Growth
-$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$15M
3
+$13.9M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$13.2M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$7.57M

Top Sells

1
+$27.3M
2
+$22.4M
3
+$17.4M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$12M
5
VFH icon
Vanguard Financials ETF
VFH
+$10.8M

Sector Composition

1 Technology 5.78%
2 Consumer Discretionary 2.13%
3 Financials 1.92%
4 Industrials 1.89%
5 Healthcare 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.83M 0.07%
3,172
+264
227
$1.83M 0.07%
17,328
-241
228
$1.81M 0.07%
98,135
+1,414
229
$1.81M 0.07%
20,933
-1,154
230
$1.78M 0.07%
16,604
+3,731
231
$1.77M 0.06%
8,763
+686
232
$1.73M 0.06%
9,228
+433
233
$1.72M 0.06%
13,944
-126
234
$1.71M 0.06%
11,494
+272
235
$1.71M 0.06%
34,832
+380
236
$1.7M 0.06%
3,640
237
$1.7M 0.06%
30,929
+6,442
238
$1.69M 0.06%
12,318
-589
239
$1.68M 0.06%
16,861
-120
240
$1.67M 0.06%
68,642
-95,118
241
$1.66M 0.06%
19,656
+27
242
$1.65M 0.06%
20,159
-212,654
243
$1.63M 0.06%
16,285
-18
244
$1.62M 0.06%
+35,535
245
$1.61M 0.06%
32,542
+6,691
246
$1.61M 0.06%
35,842
+29,405
247
$1.6M 0.06%
34,014
+4,187
248
$1.59M 0.06%
+42,725
249
$1.58M 0.06%
6,528
+360
250
$1.57M 0.06%
28,220
-1,516
8 9
10
11 12