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
$2.15B
AUM Growth
+$482M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1 +$16.2M
2 +$15.7M
3 +$12.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$11.1M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$11M

Top Sells

1 +$7.32M
2 +$6.63M
3 +$5.55M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$3.49M
5
REET icon
iShares Global REIT ETF
REET
+$2.87M

Sector Composition

1 Technology 6.04%
2 Healthcare 3.19%
3 Industrials 2.87%
4 Financials 2.74%
5 Consumer Staples 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$1.93M 0.09%
15,655
+6,026
227
$1.91M 0.09%
+91,086
228
$1.89M 0.09%
7,199
+485
229
$1.89M 0.09%
39,474
+2,303
230
$1.87M 0.09%
4
-1
231
$1.85M 0.09%
9,306
+664
232
$1.85M 0.09%
+15,501
233
$1.85M 0.09%
68,237
+52,194
234
$1.82M 0.08%
32,063
+14,782
235
$1.81M 0.08%
21,619
+1,274
236
$1.81M 0.08%
17,190
-3,703
237
$1.8M 0.08%
12,807
+3,045
238
$1.79M 0.08%
13,600
+2,336
239
$1.78M 0.08%
50,837
-4,992
240
$1.75M 0.08%
12,856
+7,101
241
$1.75M 0.08%
15,888
+1,323
242
$1.72M 0.08%
23,233
+2,050
243
$1.72M 0.08%
66,161
+8,498
244
$1.7M 0.08%
6,614
+2,070
245
$1.7M 0.08%
+48,447
246
$1.7M 0.08%
57,061
-68
247
$1.68M 0.08%
51,325
-439
248
$1.66M 0.08%
16,683
+1,485
249
$1.65M 0.08%
47,753
+278
250
$1.64M 0.08%
34,795
-1,041