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
601
$482K 0.02%
8,280
+2,516
602
$480K 0.02%
+25,549
603
$479K 0.02%
9,269
+347
604
$478K 0.02%
7,921
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605
$473K 0.02%
+20,330
606
$468K 0.02%
+1,268
607
$466K 0.02%
22,663
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608
$466K 0.02%
10,370
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609
$464K 0.02%
5,435
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610
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611
$458K 0.02%
46,230
-3,503
612
$456K 0.02%
10,643
+322
613
$456K 0.02%
1,557
-37
614
$455K 0.02%
8,356
-2,320
615
$453K 0.02%
3,520
-1,061
616
$451K 0.02%
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617
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618
$449K 0.02%
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619
$447K 0.02%
11,005
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620
$445K 0.02%
144,890
+6,140
621
$442K 0.02%
+12,696
622
$442K 0.02%
4,780
-760
623
$441K 0.02%
699
+237
624
$440K 0.02%
+2,134
625
$437K 0.02%
12,045
+2,146
23 24
25
26 27