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
$1.82B
AUM Growth
-$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
874
New
Increased
Reduced
Closed

Top Sells

1 +$58.5M
2 +$31.2M
3 +$21.4M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$19M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$14.9M

Sector Composition

1 Technology 5.87%
2 Financials 2.57%
3 Healthcare 2.48%
4 Industrials 2.4%
5 Consumer Discretionary 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$1.16M 0.06%
306
+66
252
$1.16M 0.06%
14,448
-1,171
253
$1.15M 0.06%
11,419
-1,394
254
$1.15M 0.06%
4,438
-1,541
255
$1.14M 0.06%
15,112
-10,810
256
$1.14M 0.06%
19,308
-21,493
257
$1.13M 0.06%
5,561
-1,471
258
$1.13M 0.06%
6,088
-1,654
259
$1.13M 0.06%
18,405
-1,067
260
$1.11M 0.06%
4,170
+3,199
261
$1.11M 0.06%
24,353
+1,034
262
$1.11M 0.06%
12,558
-3,255
263
$1.1M 0.06%
10,185
-2,702
264
$1.1M 0.06%
8,141
+419
265
$1.1M 0.06%
10,052
-2,912
266
$1.09M 0.06%
26,236
-8,440
267
$1.09M 0.06%
+11,505
268
$1.08M 0.06%
2,741
-3,292
269
$1.08M 0.06%
4,824
+646
270
$1.08M 0.06%
20,688
-787
271
$1.06M 0.06%
31,786
-21,116
272
$1.06M 0.06%
9,947
-4,833
273
$1.06M 0.06%
19,755
-4,761
274
$1.06M 0.06%
27,775
-12,734
275
$1.05M 0.06%
16,580
-150