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
276
$1.85M 0.06%
55,196
-7,449
277
$1.83M 0.06%
24,152
+2,173
278
$1.82M 0.06%
11,878
-61
279
$1.82M 0.06%
17,335
+11,660
280
$1.82M 0.06%
74,132
+26,645
281
$1.81M 0.06%
22,093
+19,574
282
$1.8M 0.06%
16,203
-8,787
283
$1.8M 0.06%
6,059
+2,217
284
$1.79M 0.06%
16,225
-3,156
285
$1.78M 0.06%
13,830
+2,403
286
$1.77M 0.06%
9,751
+145
287
$1.77M 0.06%
16,430
-4,632
288
$1.76M 0.06%
38,148
+9,811
289
$1.76M 0.06%
37,868
+2,372
290
$1.76M 0.06%
48,445
+958
291
$1.75M 0.06%
11,274
+94
292
$1.72M 0.06%
56,982
-79,994
293
$1.71M 0.06%
51,596
+18,091
294
$1.71M 0.06%
28,408
+12,602
295
$1.7M 0.06%
2,675
+1,036
296
$1.7M 0.06%
6,685
+94
297
$1.69M 0.06%
35,805
-26,274
298
$1.68M 0.06%
53,866
-8,883
299
$1.68M 0.06%
113,673
-140,981
300
$1.68M 0.06%
80,744
+2,221
10 11
12
13 14