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
476
$416K 0.02%
9,694
+457
477
$414K 0.02%
31,367
+6,307
478
$414K 0.02%
1,710
+221
479
$414K 0.02%
16,348
-993
480
$414K 0.02%
2,791
+157
481
$413K 0.02%
2,782
-70
482
$411K 0.02%
26,856
-241
483
$411K 0.02%
5,205
-65
484
$410K 0.02%
12,337
-977
485
$410K 0.02%
14,552
-246
486
$408K 0.02%
16,740
-1,469
487
$407K 0.02%
7,144
-261
488
$406K 0.02%
10,277
-91
489
$405K 0.02%
1,789
-196
490
$405K 0.02%
5,717
+305
491
$405K 0.02%
11,280
+456
492
$404K 0.02%
13,772
-895
493
$403K 0.02%
5,892
+270
494
$402K 0.02%
3,238
-29
495
$401K 0.02%
9,329
-897
496
$399K 0.02%
11,110
-25
497
$399K 0.02%
19,478
+49
498
$397K 0.02%
18,344
-7,086
499
$396K 0.02%
20,418
+11
500
$395K 0.02%
1,772
-12
18 19
20
21 22