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
276
$1.36M 0.06%
22,442
-2,770
277
$1.35M 0.06%
3,591
+323
278
$1.35M 0.06%
8,152
+191
279
$1.34M 0.06%
+11,104
280
$1.33M 0.06%
6,203
+1,460
281
$1.33M 0.06%
+32,590
282
$1.33M 0.06%
34,016
-4,462
283
$1.32M 0.06%
28,882
-153
284
$1.32M 0.06%
15,953
+5,557
285
$1.32M 0.06%
19,105
+2,674
286
$1.32M 0.06%
33,830
+18,759
287
$1.32M 0.06%
10,171
+1,624
288
$1.31M 0.06%
8,855
+1,738
289
$1.3M 0.06%
13,958
-155
290
$1.29M 0.06%
15,726
+7,439
291
$1.29M 0.06%
9,313
-2,608
292
$1.28M 0.06%
31,259
+11,130
293
$1.27M 0.06%
7,303
+899
294
$1.26M 0.06%
45,088
+2,490
295
$1.26M 0.06%
5,960
+2,331
296
$1.26M 0.06%
40,617
+10,768
297
$1.25M 0.06%
107,407
-2,101
298
$1.25M 0.06%
11,544
+3,088
299
$1.24M 0.06%
28,219
+12,107
300
$1.23M 0.06%
2,870
+183