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
626
$336K 0.01%
712
+25
627
$334K 0.01%
6,199
+2,066
628
$334K 0.01%
1,273
-154
629
$333K 0.01%
2,315
630
$332K 0.01%
6,161
-51,200
631
$332K 0.01%
7,210
-796
632
$330K 0.01%
2,806
-247
633
$329K 0.01%
15,711
+4,339
634
$329K 0.01%
10,874
635
$328K 0.01%
5,779
-48
636
$328K 0.01%
6,525
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637
$326K 0.01%
17,145
-1,700
638
$326K 0.01%
7,032
-158
639
$324K 0.01%
28,928
+6,211
640
$324K 0.01%
19,831
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641
$324K 0.01%
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642
$323K 0.01%
2,322
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643
$322K 0.01%
2,376
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644
$321K 0.01%
6,031
-214
645
$321K 0.01%
36,983
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646
$320K 0.01%
5,755
+302
647
$318K 0.01%
583
648
$317K 0.01%
8,372
+215
649
$315K 0.01%
8,560
-1,120
650
$315K 0.01%
252
+40
24 25
26
27 28