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
476
$794K 0.03%
+15,273
477
$790K 0.03%
1,683
+1,022
478
$787K 0.03%
+32,878
479
$786K 0.03%
11,199
-1,115
480
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5,858
-1,101
481
$771K 0.03%
32,348
+203
482
$771K 0.03%
51,567
+1,178
483
$769K 0.03%
20,132
-3,191
484
$761K 0.03%
12,952
+5,680
485
$755K 0.03%
2,047
-88
486
$752K 0.03%
11,901
+1,503
487
$750K 0.03%
10,454
+763
488
$750K 0.03%
3,889
+1,650
489
$740K 0.03%
7,634
+3,615
490
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28,726
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491
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1,710
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492
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7,008
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493
$724K 0.03%
15,261
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494
$722K 0.02%
14,359
495
$717K 0.02%
+4,790
496
$703K 0.02%
+2,554
497
$700K 0.02%
7,747
+455
498
$695K 0.02%
570
499
$690K 0.02%
6,352
+226
500
$690K 0.02%
7,732
+1
18 19
20
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