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
351
$1.29M 0.04%
5,069
+773
352
$1.27M 0.04%
14,091
-791
353
$1.26M 0.04%
11,431
+8,129
354
$1.26M 0.04%
13,547
+6,455
355
$1.26M 0.04%
29,424
356
$1.24M 0.04%
53,028
+3,088
357
$1.24M 0.04%
9,319
+3,028
358
$1.24M 0.04%
3,744
-103
359
$1.23M 0.04%
15,095
+610
360
$1.21M 0.04%
37,357
+744
361
$1.21M 0.04%
42,091
+5,781
362
$1.2M 0.04%
34,627
-8,477
363
$1.2M 0.04%
4,181
+2,769
364
$1.2M 0.04%
54,122
-1,116
365
$1.19M 0.04%
36,893
+51
366
$1.19M 0.04%
64,424
+2,212
367
$1.19M 0.04%
49,880
+11,551
368
$1.19M 0.04%
+39,000
369
$1.19M 0.04%
55,270
+32,242
370
$1.18M 0.04%
34,955
+5,668
371
$1.18M 0.04%
24,044
-1,270
372
$1.17M 0.04%
9,692
-475
373
$1.16M 0.04%
6,324
+410
374
$1.16M 0.04%
17,682
+9,856
375
$1.16M 0.04%
23,304
+2
13 14
15
16 17