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
476
$556K 0.02%
12,132
+1,368
477
$556K 0.02%
8,077
+910
478
$550K 0.02%
5,242
+983
479
$540K 0.02%
42,965
+230
480
$539K 0.02%
7,465
+157
481
$539K 0.02%
20,886
+1,907
482
$539K 0.02%
41,053
-28,350
483
$539K 0.02%
19,400
-208
484
$538K 0.02%
1,783
+156
485
$536K 0.02%
12,140
+8
486
$536K 0.02%
8,053
-1,217
487
$532K 0.02%
1,382
+150
488
$531K 0.02%
2,891
+161
489
$529K 0.02%
27,292
+2,925
490
$529K 0.02%
6,845
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491
$527K 0.02%
3,316
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492
$525K 0.02%
9,452
-511
493
$524K 0.02%
6,227
-375
494
$524K 0.02%
+28,086
495
$522K 0.02%
3,805
-1,333
496
$516K 0.02%
45,598
-720
497
$512K 0.02%
15,638
498
$509K 0.02%
2,683
+4
499
$505K 0.02%
5,595
-7
500
$502K 0.02%
20,144
-5,318
18 19
20
21 22