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
501
$393K 0.02%
7,065
-446
502
$393K 0.02%
11,394
-383
503
$391K 0.02%
3,489
+233
504
$389K 0.02%
4,619
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505
$388K 0.02%
1,965
+59
506
$388K 0.02%
9,365
-71
507
$387K 0.02%
2,588
-97
508
$385K 0.02%
6,813
+39
509
$383K 0.02%
43,470
510
$383K 0.02%
35,496
+2,797
511
$381K 0.02%
35,049
+1,225
512
$379K 0.02%
15,490
+159
513
$377K 0.02%
10,884
-576
514
$376K 0.02%
1,642
+181
515
$375K 0.02%
17,238
+857
516
$374K 0.02%
7,945
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517
$372K 0.02%
3,546
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518
$369K 0.02%
10,642
-1,929
519
$369K 0.02%
1,967
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520
$364K 0.02%
15,073
-942
521
$363K 0.02%
18,293
-1,633
522
$362K 0.02%
4,350
-229
523
$362K 0.02%
16,043
+3,510
524
$361K 0.02%
8,761
+1,059
525
$359K 0.02%
5,116
-262
19 20
21
22 23