AAS
Ameritas Advisory Services Portfolio holdings
AUM
$1.92B
1-Year Return
13.42%
This Quarter Return
-3.18%
1 Year Return
+13.42%
3 Year Return
+54.3%
5 Year Return
–
10 Year Return
–
AUM
$2B
AUM Growth
+$1.22B
(+157%)
Cap. Flow
+$1.24B
Cap. Flow
% of AUM
62.03%
Top 10 Holdings %
Top 10 Hldgs %
21.25%
Holding
833
New
282
Increased
432
Reduced
76
Closed
29
Top Buys
| 1 |
Apple
AAPL
|
+$48.5M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
+$41M |
| 3 |
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
|
+$40.8M |
| 4 |
Vanguard Value ETF
VTV
|
+$37.7M |
| 5 |
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
|
+$36.5M |
Top Sells
Sector Composition
| 1 | Technology | 8.08% |
| 2 | Healthcare | 2.71% |
| 3 | Industrials | 2.66% |
| 4 | Financials | 2.55% |
| 5 | Consumer Discretionary | 2.52% |
