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
$1.67B
AUM Growth
-$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
816
New
Increased
Reduced
Closed

Top Buys

1
+$9.19M
2
+$8.42M
3
+$3.63M
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$3.59M
5
FDRR icon
Fidelity Dividend ETF for Rising Rates
FDRR
+$3.33M

Top Sells

1
+$6.12M
2
+$5.54M
3
+$4.26M
4
CGUS icon
Capital Group Core Equity ETF
CGUS
+$2.12M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.73M

Sector Composition

1 Technology 7.24%
2 Consumer Discretionary 2.69%
3 Healthcare 2.67%
4 Financials 2.51%
5 Industrials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$286K 0.02%
1,547
-90
602
$285K 0.02%
9,860
+575
603
$284K 0.02%
1,226
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$283K 0.02%
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$282K 0.02%
18,343
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$281K 0.02%
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607
$280K 0.02%
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608
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9,495
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609
$279K 0.02%
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611
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612
$278K 0.02%
3,912
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614
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4,851
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615
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616
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$272K 0.02%
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619
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18,170
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621
$270K 0.02%
4,351
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$269K 0.02%
6,049
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623
$268K 0.02%
6,066
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624
$267K 0.02%
2,602
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625
$266K 0.02%
7,486
+64
23 24
25
26 27