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
401
$571K 0.03%
6,606
+478
402
$571K 0.03%
6,847
-28
403
$571K 0.03%
10,980
-175
404
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9,640
+554
405
$567K 0.03%
7,017
-412
406
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7,459
+1
407
$562K 0.03%
2,389
-410
408
$557K 0.03%
6,699
+362
409
$557K 0.03%
6,864
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410
$548K 0.03%
8,881
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411
$546K 0.03%
2,682
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412
$546K 0.03%
17,880
-1,470
413
$545K 0.03%
5,436
+2,042
414
$544K 0.03%
32,675
+872
415
$542K 0.03%
7,175
+27
416
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13,507
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417
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18,438
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418
$532K 0.03%
11,137
+693
419
$531K 0.03%
36,938
-9,747
420
$530K 0.03%
4,397
+530
421
$525K 0.03%
6,278
-16,497
422
$521K 0.03%
16,231
+812
423
$519K 0.03%
7,635
+133
424
$517K 0.03%
6,553
-7
425
$514K 0.03%
16,913
+1,822
15 16
17
18 19