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
$2.73B
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
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
351
$938K 0.03%
32,657
-2,748
352
$938K 0.03%
29,372
-33,495
353
$934K 0.03%
2,829
+322
354
$908K 0.03%
1,188
+80
355
$897K 0.03%
35,746
+7,403
356
$896K 0.03%
35,305
-2,285
357
$893K 0.03%
+19,172
358
$891K 0.03%
19,415
+3,235
359
$887K 0.03%
9,669
-297,541
360
$880K 0.03%
8,681
+1,895
361
$880K 0.03%
7,148
+422
362
$868K 0.03%
16,650
+574
363
$867K 0.03%
25,222
+1,469
364
$860K 0.03%
9,744
+2,464
365
$859K 0.03%
8,764
+495
366
$857K 0.03%
+15,596
367
$850K 0.03%
17,428
+3,190
368
$848K 0.03%
3,682
+280
369
$842K 0.03%
9,550
+827
370
$841K 0.03%
20,059
-123
371
$840K 0.03%
8,321
+422
372
$831K 0.03%
15,636
+6,183
373
$830K 0.03%
5,995
+490
374
$824K 0.03%
6,120
+52
375
$824K 0.03%
11,801
-4,394
13 14
15
16 17