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
601
$357K 0.01%
3,774
602
$356K 0.01%
2,673
+122
603
$356K 0.01%
4,491
+613
604
$355K 0.01%
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605
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11,327
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606
$353K 0.01%
50,994
607
$352K 0.01%
1,673
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608
$352K 0.01%
1,681
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609
$351K 0.01%
7,458
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610
$351K 0.01%
2,817
611
$351K 0.01%
44,435
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612
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3,252
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613
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614
$345K 0.01%
36,903
615
$344K 0.01%
23,700
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616
$344K 0.01%
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$343K 0.01%
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619
$341K 0.01%
2,280
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620
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10,383
621
$339K 0.01%
2,977
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622
$339K 0.01%
3,248
-196
623
$337K 0.01%
2,938
+275
624
$337K 0.01%
4,248
+356
625
$336K 0.01%
6,769
-189
23 24
25
26 27