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
$1.67B
AUM Growth
-$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
816
New
Increased
Reduced
Closed

Top Buys

1
+$9.19M
2
+$8.42M
3
+$3.63M
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$3.59M
5
FDRR icon
Fidelity Dividend ETF for Rising Rates
FDRR
+$3.33M

Top Sells

1
+$6.12M
2
+$5.54M
3
+$4.26M
4
CGUS icon
Capital Group Core Equity ETF
CGUS
+$2.12M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.73M

Sector Composition

1 Technology 7.24%
2 Consumer Discretionary 2.69%
3 Healthcare 2.67%
4 Financials 2.51%
5 Industrials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$638K 0.04%
20,215
+1,923
377
$638K 0.04%
8,399
+190
378
$628K 0.04%
16,112
+700
379
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14,117
+670
380
$628K 0.04%
3,809
+32
381
$627K 0.04%
8,779
382
$627K 0.04%
8,287
+7
383
$625K 0.04%
17,140
-2,866
384
$624K 0.04%
17,602
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385
$622K 0.04%
3,723
+192
386
$618K 0.04%
6,862
+24
387
$612K 0.04%
2,378
+14
388
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17,195
+2,893
389
$609K 0.04%
5,718
-148
390
$607K 0.04%
51,055
+1,413
391
$602K 0.04%
17,173
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392
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17,579
-2,342
393
$597K 0.04%
8,781
-506
394
$595K 0.04%
8,611
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395
$594K 0.04%
10,830
+42
396
$585K 0.04%
11,560
-1,715
397
$578K 0.03%
28,767
+1,562
398
$578K 0.03%
15,071
+2,452
399
$577K 0.03%
16,598
+942
400
$576K 0.03%
25,445
+754
14 15
16
17 18