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
526
$455K 0.02%
9,995
+738
527
$454K 0.02%
16,092
-1,217
528
$453K 0.02%
7,203
-908
529
$451K 0.02%
14,250
-950
530
$448K 0.02%
15,749
+107
531
$447K 0.02%
14,298
+500
532
$446K 0.02%
4,220
-249
533
$445K 0.02%
22,839
+6,951
534
$444K 0.02%
10,500
+200
535
$443K 0.02%
3,780
+57
536
$442K 0.02%
11,558
+6,309
537
$439K 0.02%
7,525
538
$439K 0.02%
5,128
+90
539
$438K 0.02%
1,930
+660
540
$438K 0.02%
2,714
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541
$435K 0.02%
73,968
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542
$434K 0.02%
8,663
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543
$434K 0.02%
51,669
-1,487
544
$432K 0.02%
5,068
+381
545
$428K 0.02%
+6,215
546
$427K 0.02%
6,891
+1,936
547
$427K 0.02%
12,058
-260
548
$426K 0.02%
6,406
-3,029
549
$422K 0.02%
7,702
-178
550
$422K 0.02%
1,028
+14
20 21
22
23 24