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
451
$472K 0.03%
6,568
+115
452
$472K 0.03%
9,322
-1,075
453
$470K 0.03%
5,115
+1,943
454
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15,036
-2,026
455
$462K 0.03%
32,844
+1,392
456
$462K 0.03%
10,545
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457
$455K 0.03%
15,335
-2,058
458
$453K 0.03%
5,636
+153
459
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3,880
+276
460
$449K 0.03%
5,020
461
$449K 0.03%
42,148
+331
462
$449K 0.03%
2,848
+130
463
$448K 0.03%
26,113
+183
464
$446K 0.03%
7,834
+26
465
$446K 0.03%
24,589
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40,591
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467
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5,381
-247
468
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9,538
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469
$440K 0.03%
268
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470
$438K 0.03%
14,453
-1,396
471
$434K 0.03%
14,006
+123
472
$432K 0.03%
2,738
+26
473
$429K 0.03%
9,900
+82
474
$427K 0.03%
1,598
-38
475
$417K 0.02%
1,295
-9
17 18
19
20 21