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
426
$675K 0.02%
+19,350
427
$670K 0.02%
43,942
+1,763
428
$669K 0.02%
19,144
-800
429
$669K 0.02%
7,457
+1
430
$668K 0.02%
11,747
-212
431
$667K 0.02%
+25,440
432
$666K 0.02%
30,266
+12
433
$661K 0.02%
14,598
+1,306
434
$657K 0.02%
6,489
+1,152
435
$651K 0.02%
41,412
+451
436
$647K 0.02%
18,292
-1,924
437
$643K 0.02%
26,997
438
$641K 0.02%
6,128
+3,620
439
$640K 0.02%
6,242
-1,368
440
$640K 0.02%
203,107
+13,506
441
$637K 0.02%
3,272
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442
$636K 0.02%
6,109
-1,638
443
$635K 0.02%
13,877
-8,557
444
$632K 0.02%
20,806
+4,572
445
$622K 0.02%
16,426
446
$620K 0.02%
264
+13
447
$617K 0.02%
+31,683
448
$617K 0.02%
3,274
+1,442
449
$616K 0.02%
6,174
-63
450
$616K 0.02%
8,101
-14,259
16 17
18
19 20