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
$2.73B
AUM Growth
-$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$15M
3
+$13.9M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$13.2M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$7.57M

Top Sells

1
+$27.3M
2
+$22.4M
3
+$17.4M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$12M
5
VFH icon
Vanguard Financials ETF
VFH
+$10.8M

Sector Composition

1 Technology 5.78%
2 Consumer Discretionary 2.13%
3 Financials 1.92%
4 Industrials 1.89%
5 Healthcare 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$387K 0.01%
4,801
-366
577
$385K 0.01%
9,246
+303
578
$383K 0.01%
1,682
-25
579
$381K 0.01%
2,894
-14,208
580
$381K 0.01%
+19,226
581
$379K 0.01%
19,254
-130
582
$378K 0.01%
15,838
+5,384
583
$374K 0.01%
10,785
-1,780
584
$374K 0.01%
2,518
-1,353
585
$373K 0.01%
+3,387
586
$373K 0.01%
14,761
+2,898
587
$372K 0.01%
5,574
+1,959
588
$372K 0.01%
13,004
-641
589
$371K 0.01%
7,347
-593
590
$368K 0.01%
4,857
+2
591
$367K 0.01%
2,328
+132
592
$367K 0.01%
5,240
+366
593
$366K 0.01%
8,207
+696
594
$366K 0.01%
9,655
-2,291
595
$365K 0.01%
1,404
-25
596
$364K 0.01%
1,141
+75
597
$361K 0.01%
17,327
-93
598
$360K 0.01%
3,313
-168
599
$360K 0.01%
1,117
+12
600
$360K 0.01%
14,362
-1,493
22 23
24
25 26