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
576
$510K 0.02%
23,390
+2,722
577
$510K 0.02%
19,612
+500
578
$510K 0.02%
2,374
+39
579
$506K 0.02%
25,758
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580
$506K 0.02%
1,134
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581
$500K 0.02%
9,426
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582
$499K 0.02%
11,185
+3,188
583
$493K 0.02%
30,537
+378
584
$491K 0.02%
+7,513
585
$491K 0.02%
26,275
-4,356
586
$491K 0.02%
49,452
+11,675
587
$490K 0.02%
6,398
588
$489K 0.02%
6,520
+509
589
$489K 0.02%
4,357
+1,061
590
$488K 0.02%
15,140
-1,581
591
$487K 0.02%
5,510
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592
$486K 0.02%
3,098
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593
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16,693
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594
$480K 0.02%
9,072
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595
$473K 0.02%
15,069
+100
596
$472K 0.02%
8,998
+1,021
597
$470K 0.02%
4,270
-1
598
$466K 0.02%
+7,091
599
$466K 0.02%
9,086
600
$466K 0.02%
7,018
+508
22 23
24
25 26