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
451
$883K 0.03%
26,527
+15,979
452
$881K 0.03%
16,662
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15,879
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33,529
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26,465
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$812K 0.03%
7,003
473
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13,331
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474
$806K 0.03%
3,365
+635
475
$794K 0.03%
15,089
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