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
351
$985K 0.05%
10,375
+3,769
352
$984K 0.05%
25,536
-1,294
353
$983K 0.05%
2,920
+256
354
$978K 0.05%
5,747
+2,965
355
$975K 0.05%
24,381
+7,186
356
$971K 0.05%
+43,230
357
$960K 0.04%
39,836
-6,193
358
$960K 0.04%
7,079
+1,019
359
$958K 0.04%
6,435
-54
360
$955K 0.04%
27,602
-18,569
361
$952K 0.04%
12,440
+6,548
362
$951K 0.04%
1,342
+161
363
$950K 0.04%
21,124
+1,200
364
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13,642
-381
365
$949K 0.04%
19,955
+1,019
366
$947K 0.04%
85,000
+22,422
367
$939K 0.04%
10,933
+2,052
368
$937K 0.04%
20,919
+7,412
369
$935K 0.04%
22,960
+468
370
$934K 0.04%
10,292
+5,968
371
$927K 0.04%
25,429
-2
372
$920K 0.04%
21,103
+4,464
373
$920K 0.04%
1,686
+192
374
$913K 0.04%
31,005
+8,671
375
$910K 0.04%
12,536
+5,077