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
451
$615K 0.02%
11,075
+911
452
$610K 0.02%
8,969
+391
453
$602K 0.02%
31,821
+2,337
454
$601K 0.02%
10,275
+3,320
455
$599K 0.02%
+22,631
456
$597K 0.02%
17,062
457
$594K 0.02%
43,800
-1,205
458
$592K 0.02%
17,393
+1,100
459
$592K 0.02%
11,086
+1
460
$590K 0.02%
26,924
+6,897
461
$589K 0.02%
7,752
+142
462
$585K 0.02%
3,406
+29
463
$584K 0.02%
5,701
-215
464
$583K 0.02%
3,867
+186
465
$582K 0.02%
20,961
-6,697
466
$577K 0.02%
23,669
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467
$574K 0.02%
27,352
-765
468
$570K 0.02%
9,715
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469
$568K 0.02%
18,401
+79
470
$566K 0.02%
7,048
471
$566K 0.02%
7,164
+852
472
$564K 0.02%
6,689
+342
473
$562K 0.02%
14,770
-3,047
474
$562K 0.02%
5,418
-270
475
$556K 0.02%
2,713
+246
17 18
19
20 21