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
626
$264K 0.02%
14,956
+178
627
$264K 0.02%
10,486
+1,252
628
$264K 0.02%
1,274
+1
629
$264K 0.02%
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630
$263K 0.02%
6,024
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631
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13,510
632
$263K 0.02%
28,793
-125
633
$259K 0.02%
9,775
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634
$259K 0.02%
10,360
-2,665
635
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1,921
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636
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9,152
637
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6,235
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638
$253K 0.02%
6,825
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639
$253K 0.02%
1,631
-31
640
$251K 0.02%
11,510
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641
$249K 0.01%
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1,167
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644
$247K 0.01%
7,602
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$246K 0.01%
4,448
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646
$246K 0.01%
44,714
647
$245K 0.01%
+1,510
648
$244K 0.01%
+2,668
649
$243K 0.01%
676
-78
650
$243K 0.01%
3,169
-38
24 25
26
27 28