AAS

Ameritas Advisory Services Portfolio holdings

AUM $2.68B
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.92B
AUM Growth
-$558M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,857
New
Increased
Reduced
Closed

Top Buys

1
+$5.88M
2
+$5.55M
3
+$5.51M
4
VV icon
Vanguard Large-Cap ETF
VV
+$5.3M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3.8M

Top Sells

1
+$24M
2
+$23.5M
3
+$22.9M
4
AAPL icon
Apple
AAPL
+$19.3M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$17M

Sector Composition

1 Technology 5.14%
2 Industrials 2.68%
3 Financials 2.61%
4 Consumer Discretionary 2.45%
5 Consumer Staples 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$455K 0.02%
5,640
-8,582
527
$452K 0.02%
144,890
528
$448K 0.02%
4,544
-207
529
$444K 0.02%
4,225
-337
530
$444K 0.02%
11,219
-3,714
531
$441K 0.02%
939
-490
532
$441K 0.02%
11,990
-1,522
533
$439K 0.02%
4,022
-5,948
534
$436K 0.02%
4,393
+789
535
$436K 0.02%
12,406
-4,972
536
$434K 0.02%
54,151
+3,975
537
$434K 0.02%
14,982
-14,301
538
$429K 0.02%
6,357
+944
539
$428K 0.02%
8,759
+1,263
540
$428K 0.02%
19,806
+23
541
$428K 0.02%
+2,405
542
$426K 0.02%
3,569
-1,418
543
$424K 0.02%
48,497
-23,322
544
$423K 0.02%
4,386
-328
545
$414K 0.02%
12,900
-3,411
546
$413K 0.02%
8,217
+362
547
$413K 0.02%
1,513
-143
548
$411K 0.02%
7,838
-2,301
549
$408K 0.02%
14,740
-3,423
550
$408K 0.02%
13,284
-26,536
20 21
22
23 24