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
501
$500K 0.02%
8,459
+392
502
$500K 0.02%
16,415
-3,308
503
$497K 0.02%
6,853
+90
504
$495K 0.02%
19,582
+2,658
505
$495K 0.02%
11,246
-9,820
506
$490K 0.02%
8,250
+1,044
507
$490K 0.02%
4,586
+215
508
$489K 0.02%
50,370
-1,616
509
$488K 0.02%
2,647
+25
510
$485K 0.02%
13,590
+834
511
$484K 0.02%
3,638
+182
512
$483K 0.02%
24,033
+342
513
$476K 0.02%
+19,400
514
$472K 0.02%
33,775
+272
515
$471K 0.02%
1,884
-46
516
$471K 0.02%
18,765
+2,771
517
$469K 0.02%
7,810
-2,932
518
$469K 0.02%
6,684
-459
519
$469K 0.02%
16,117
+247
520
$463K 0.02%
3,310
-129
521
$462K 0.02%
27,331
+1,101
522
$460K 0.02%
1,784
523
$457K 0.02%
14,662
-461
524
$455K 0.02%
13,321
+2,588
525
$455K 0.02%
3,336
-355
19 20
21
22 23