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
$2.15B
AUM Growth
+$482M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1 +$16.2M
2 +$15.7M
3 +$12.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$11.1M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$11M

Top Sells

1 +$7.32M
2 +$6.63M
3 +$5.55M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$3.49M
5
REET icon
iShares Global REIT ETF
REET
+$2.87M

Sector Composition

1 Technology 6.04%
2 Healthcare 3.19%
3 Industrials 2.87%
4 Financials 2.74%
5 Consumer Staples 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$560K 0.03%
+1,998
502
$557K 0.03%
5,530
-1,332
503
$556K 0.03%
10,401
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504
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+5,079
505
$551K 0.03%
4,764
+1,275
506
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4,874
+1,385
507
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508
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110,444
+42,348
509
$544K 0.03%
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-60
510
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71,655
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511
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48,266
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512
$535K 0.02%
16,860
+1,525
513
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1,618
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514
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13,372
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515
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516
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28,069
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521
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10,290
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523
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1,528
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524
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6,466
+1,180
525
$516K 0.02%
4,742
+1,854