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
526
$631K 0.02%
26,332
+1,236
527
$626K 0.02%
15,427
528
$624K 0.02%
12,620
+4,546
529
$623K 0.02%
5,408
+91
530
$622K 0.02%
9,487
+1,949
531
$620K 0.02%
15,853
532
$617K 0.02%
27,466
-82,959
533
$615K 0.02%
+4,924
534
$613K 0.02%
5,318
+918
535
$612K 0.02%
7,539
-11,931
536
$608K 0.02%
12,595
+308
537
$607K 0.02%
5,712
-3,906
538
$603K 0.02%
+16,724
539
$602K 0.02%
4,910
-11
540
$600K 0.02%
4,060
+2,168
541
$598K 0.02%
+567
542
$598K 0.02%
13,029
+7,355
543
$598K 0.02%
1,428
+93
544
$596K 0.02%
61,717
+3,926
545
$594K 0.02%
1,367
-113
546
$591K 0.02%
16,418
-15,296
547
$588K 0.02%
5,020
+2,630
548
$587K 0.02%
18,334
+8,340
549
$587K 0.02%
71,798
-2,321
550
$587K 0.02%
8,343
+1,190
20 21
22
23 24