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
426
$962K 0.03%
10,684
+1,137
427
$957K 0.03%
7,596
+148
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$952K 0.03%
34,732
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40,298
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11,000
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431
$944K 0.03%
4,896
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432
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-1,038
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5,740
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12,536
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435
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20,475
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20,382
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49,171
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185
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45,496
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24,119
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15,807
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448
$893K 0.03%
18,157
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449
$892K 0.03%
15,074
+190
450
$886K 0.03%
30,888
-42,104