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
$2.9B
AUM Growth
+$580M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1
+$60.1M
2
+$32.8M
3
+$30.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$20.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$20.2M

Top Sells

1
+$9.01M
2
+$6.29M
3
+$5.13M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$4.73M
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$4.71M

Sector Composition

1 Technology 8.13%
2 Consumer Discretionary 2.91%
3 Financials 2.88%
4 Industrials 2.22%
5 Healthcare 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.29M 0.08%
15,053
-973
227
$2.28M 0.08%
26,131
-8,759
228
$2.27M 0.08%
64,980
+18,650
229
$2.27M 0.08%
3,989
+1,897
230
$2.26M 0.08%
43,298
-177
231
$2.26M 0.08%
28,273
+10,975
232
$2.25M 0.08%
13,934
+572
233
$2.23M 0.08%
47,608
-55,835
234
$2.21M 0.08%
10,977
+3,600
235
$2.2M 0.08%
7,606
-270
236
$2.19M 0.08%
18,535
+353
237
$2.18M 0.08%
21,084
+8,664
238
$2.18M 0.08%
28,743
+287
239
$2.18M 0.08%
43,737
+9,197
240
$2.17M 0.08%
27,200
+9,612
241
$2.16M 0.07%
83,610
+3,932
242
$2.14M 0.07%
26,561
+6,301
243
$2.14M 0.07%
27,772
+12,118
244
$2.12M 0.07%
8,609
-280
245
$2.11M 0.07%
19,614
+1,481
246
$2.07M 0.07%
18,241
-2,414
247
$2.06M 0.07%
9,766
-58
248
$2.05M 0.07%
48,887
-2,890
249
$2.05M 0.07%
8,723
+7,326
250
$2.05M 0.07%
29,820
+111
8 9
10
11 12