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
$2.65B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
935
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$6.19M
3
+$5.88M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$5.76M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$4.96M

Top Sells

1
+$11.5M
2
+$4.48M
3
+$4.29M
4
NUSC icon
Nuveen ESG Small-Cap ETF
NUSC
+$4.16M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.17M

Sector Composition

1 Technology 8.96%
2 Consumer Discretionary 2.95%
3 Financials 2.68%
4 Industrials 2.32%
5 Healthcare 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$569K 0.02%
7,574
+2,842
552
$569K 0.02%
1,673
+17
553
$568K 0.02%
1,473
+56
554
$566K 0.02%
10,582
-939
555
$566K 0.02%
8,159
+1,268
556
$565K 0.02%
7,343
+22
557
$564K 0.02%
2,859
+1
558
$553K 0.02%
26,290
+654
559
$550K 0.02%
4,284
-218
560
$548K 0.02%
14,245
+5,460
561
$542K 0.02%
4,178
+42
562
$540K 0.02%
15,013
+787
563
$539K 0.02%
5,559
+161
564
$537K 0.02%
3,973
+422
565
$536K 0.02%
18,559
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566
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5,495
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567
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+10,360
568
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17,924
569
$529K 0.02%
1,599
-3
570
$528K 0.02%
19,965
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571
$526K 0.02%
4,763
-1,574
572
$517K 0.02%
11,771
+5,190
573
$517K 0.02%
573
+255
574
$516K 0.02%
7,383
-178
575
$516K 0.02%
11,619
+146
21 22
23
24 25