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
551
$332K 0.02%
11,133
+750
552
$332K 0.02%
4,116
+176
553
$331K 0.02%
2,658
+458
554
$329K 0.02%
12,341
+1,498
555
$329K 0.02%
4,324
+69
556
$324K 0.02%
29,403
+314
557
$323K 0.02%
68,096
558
$323K 0.02%
12,958
-1,198
559
$322K 0.02%
10,684
+3,478
560
$322K 0.02%
44,428
+279
561
$322K 0.02%
4,801
562
$322K 0.02%
5,949
+7
563
$321K 0.02%
2,920
+742
564
$321K 0.02%
8,207
+2,365
565
$318K 0.02%
1,571
+62
566
$318K 0.02%
3,032
+4
567
$315K 0.02%
30,459
-758
568
$312K 0.02%
36,903
569
$311K 0.02%
7,522
570
$311K 0.02%
13,255
+640
571
$310K 0.02%
2,485
+97
572
$309K 0.02%
6,896
+439
573
$309K 0.02%
12,058
574
$308K 0.02%
12,160
+263
575
$306K 0.02%
7,794
+141
21 22
23
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