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
551
$586K 0.02%
9,351
+1,459
552
$586K 0.02%
+15,248
553
$582K 0.02%
6,918
+1,068
554
$581K 0.02%
7,060
-570
555
$578K 0.02%
+11,569
556
$574K 0.02%
8,890
-4,724
557
$571K 0.02%
27,122
+193
558
$570K 0.02%
14,933
-80
559
$568K 0.02%
20,655
+4,670
560
$568K 0.02%
4,983
-1,652
561
$567K 0.02%
5,319
+3,261
562
$562K 0.02%
6,039
+2,159
563
$561K 0.02%
8,559
+1,067
564
$556K 0.02%
34,053
-2,359
565
$553K 0.02%
+7,020
566
$549K 0.02%
25,830
+13,290
567
$546K 0.02%
2,327
-45
568
$537K 0.02%
+10,172
569
$537K 0.02%
21,024
-5,072
570
$534K 0.02%
11,723
+1,508
571
$534K 0.02%
12,930
-1,826
572
$534K 0.02%
+6,086
573
$533K 0.02%
+1,575
574
$532K 0.02%
7,453
+161
575
$531K 0.02%
6,977
+661
21 22
23
24 25