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
576
$528K 0.02%
4,370
+61
577
$528K 0.02%
3,897
+370
578
$526K 0.02%
1,056
+519
579
$525K 0.02%
9,343
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$524K 0.02%
23,342
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581
$524K 0.02%
10,027
-436
582
$518K 0.02%
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583
$517K 0.02%
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-240
584
$517K 0.02%
4,603
-172
585
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13,842
-1,165
586
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4,881
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587
$513K 0.02%
7,954
+303
588
$511K 0.02%
+3,009
589
$510K 0.02%
+6,281
590
$506K 0.02%
19,583
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591
$505K 0.02%
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32,924
594
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18,937
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595
$493K 0.02%
+9,086
596
$492K 0.02%
8,573
-1,445
597
$492K 0.02%
11,643
-1,380
598
$486K 0.02%
5,243
-11,133
599
$486K 0.02%
2,988
-10
600
$486K 0.02%
4,594
-433
22 23
24
25 26