AAS

Ameritas Advisory Services Portfolio holdings

AUM $1.53B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
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
State Street 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
276
$1.36M 0.05%
4,431
-355
277
$1.36M 0.05%
18,567
+421
278
$1.35M 0.05%
5,476
-273
279
$1.35M 0.05%
16,116
-2,702
280
$1.34M 0.05%
19,339
+491
281
$1.31M 0.05%
11,070
+292
282
$1.3M 0.05%
6,962
+300
283
$1.3M 0.05%
19,220
-124
284
$1.3M 0.05%
35,287
+1,434
285
$1.3M 0.05%
5,070
-330
286
$1.29M 0.05%
9,903
+705
287
$1.28M 0.05%
71,268
+4,164
288
$1.28M 0.05%
6,016
+365
289
$1.27M 0.05%
+27,285
290
$1.25M 0.05%
4,449
+42
291
$1.24M 0.05%
4,510
-9
292
$1.24M 0.05%
26,525
+446
293
$1.23M 0.05%
9,472
+483
294
$1.23M 0.05%
23,839
-4,786
295
$1.22M 0.04%
24,724
+5,405
296
$1.22M 0.04%
41,991
+4,873
297
$1.2M 0.04%
36,105
+2,670
298
$1.2M 0.04%
56,523
+347
299
$1.19M 0.04%
32,097
+7,034
300
$1.19M 0.04%
31,760
+410
10 11
12
13 14