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
576
$268K 0.01%
+1,589
577
$268K 0.01%
+2,390
578
$267K 0.01%
+4,426
579
$267K 0.01%
410
-156
580
$265K 0.01%
2,609
-10,355
581
$264K 0.01%
12,065
-49,812
582
$264K 0.01%
14,609
-148,476
583
$262K 0.01%
+5,599
584
$261K 0.01%
3,208
-651
585
$259K 0.01%
37
+3
586
$259K 0.01%
5,957
-21,132
587
$258K 0.01%
2,451
-457
588
$258K 0.01%
2,396
+35
589
$257K 0.01%
5,179
+23
590
$257K 0.01%
+4,289
591
$256K 0.01%
+3,059
592
$256K 0.01%
1,749
-56
593
$255K 0.01%
35,392
-16,304
594
$254K 0.01%
4,000
+18
595
$254K 0.01%
1,534
-62
596
$253K 0.01%
+2,264
597
$253K 0.01%
+6,043
598
$252K 0.01%
13,539
+1,392
599
$252K 0.01%
10,776
-3,924
600
$252K 0.01%
+1,675
22 23
24
25 26