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
$2.15B
AUM Growth
+$482M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1 +$16.2M
2 +$15.7M
3 +$12.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$11.1M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$11M

Top Sells

1 +$7.32M
2 +$6.63M
3 +$5.55M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$3.49M
5
REET icon
iShares Global REIT ETF
REET
+$2.87M

Sector Composition

1 Technology 6.04%
2 Healthcare 3.19%
3 Industrials 2.87%
4 Financials 2.74%
5 Consumer Staples 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$382K 0.02%
+4,349
627
$381K 0.02%
+2,718
628
$378K 0.02%
26,824
+3,636
629
$377K 0.02%
24,767
+6,424
630
$375K 0.02%
9,655
631
$374K 0.02%
14,887
+881
632
$373K 0.02%
2,749
+434
633
$372K 0.02%
11,993
-348
634
$369K 0.02%
2,057
+332
635
$369K 0.02%
2,574
+520
636
$369K 0.02%
+15,660
637
$369K 0.02%
4,317
+771
638
$369K 0.02%
8,998
-367
639
$369K 0.02%
3,341
+524
640
$368K 0.02%
8,407
+200
641
$365K 0.02%
5,200
-2,372
642
$364K 0.02%
14,715
+4,437
643
$361K 0.02%
13,083
+1,857
644
$359K 0.02%
15,182
-18,880
645
$359K 0.02%
3,862
-9
646
$359K 0.02%
2,136
+626
647
$359K 0.02%
5,694
-102
648
$358K 0.02%
5,711
+860
649
$356K 0.02%
4,679
+767
650
$356K 0.02%
+300