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
$1.82B
AUM Growth
-$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
874
New
Increased
Reduced
Closed

Top Buys

1
+$78.5M
2
+$14.3M
3
+$13.9M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$13.8M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$12.7M

Top Sells

1
+$58.5M
2
+$31.2M
3
+$21.4M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$19M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$14.9M

Sector Composition

1 Technology 5.87%
2 Financials 2.57%
3 Healthcare 2.48%
4 Industrials 2.4%
5 Consumer Discretionary 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$302K 0.02%
4,412
-1,927
552
$300K 0.02%
2,233
+14
553
$298K 0.02%
3,085
+787
554
$297K 0.02%
7,059
-7,033
555
$297K 0.02%
+14,020
556
$296K 0.02%
3,350
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557
$295K 0.02%
5,747
-3,223
558
$294K 0.02%
5,500
-3,364
559
$288K 0.02%
+1,170
560
$287K 0.02%
8,060
-100
561
$287K 0.02%
1,761
-1,445
562
$280K 0.02%
1,593
+90
563
$280K 0.02%
9,985
-1,845
564
$279K 0.02%
11,568
-54,782
565
$279K 0.02%
4,995
-268
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$278K 0.02%
6,014
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567
$277K 0.02%
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-4,383
568
$277K 0.02%
8,142
-2,489
569
$275K 0.02%
19,810
-45,423
570
$275K 0.02%
2,610
-245
571
$275K 0.02%
+3,035
572
$273K 0.02%
3,366
+200
573
$273K 0.02%
+1,701
574
$272K 0.02%
2,397
-1,690
575
$272K 0.02%
21,741
-96,701
21 22
23
24 25