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
$1.53B
AUM Growth
-$390M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,004
New
Increased
Reduced
Closed

Top Buys

1 +$44.8M
2 +$34.9M
3 +$18.4M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$18.2M
5
TSLA icon
Tesla
TSLA
+$12.8M

Sector Composition

1 Technology 10.53%
2 Financials 3.98%
3 Consumer Discretionary 3.75%
4 Industrials 2.38%
5 Communication Services 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
COUR icon
3001
Coursera
COUR
$1.09B
-144
CPT icon
3002
Camden Property Trust
CPT
$11.3B
-120
CQP icon
3003
Cheniere Energy
CQP
$27.4B
-472
CRBN icon
3004
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.02B
-958