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
$2.65B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
935
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$6.19M
3
+$5.88M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$5.76M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$4.96M

Top Sells

1
+$11.5M
2
+$4.48M
3
+$4.29M
4
NUSC icon
Nuveen ESG Small-Cap ETF
NUSC
+$4.16M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.17M

Sector Composition

1 Technology 8.96%
2 Consumer Discretionary 2.95%
3 Financials 2.68%
4 Industrials 2.32%
5 Healthcare 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.78M 0.07%
35,555
-1,325
277
$1.78M 0.07%
26,129
+682
278
$1.77M 0.07%
22,776
+4,777
279
$1.75M 0.07%
22,402
-1,092
280
$1.75M 0.07%
7,927
-157
281
$1.74M 0.07%
23,681
+6,887
282
$1.74M 0.07%
14,685
+2,232
283
$1.74M 0.07%
17,918
+2,513
284
$1.72M 0.07%
+59,370
285
$1.72M 0.06%
8,854
+103
286
$1.71M 0.06%
5,135
+886
287
$1.69M 0.06%
+48,749
288
$1.68M 0.06%
41,402
+464
289
$1.68M 0.06%
6,725
-2,329
290
$1.68M 0.06%
46,526
+1,100
291
$1.67M 0.06%
6,674
-129
292
$1.65M 0.06%
34,906
-1,768
293
$1.65M 0.06%
49,375
-1,030
294
$1.65M 0.06%
28,515
-1,098
295
$1.64M 0.06%
+63,941
296
$1.64M 0.06%
6,362
+490
297
$1.63M 0.06%
28,537
-786
298
$1.62M 0.06%
21,089
-55,924
299
$1.6M 0.06%
18,622
-15,533
300
$1.59M 0.06%
28,897
-1,847
10 11
12
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