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
$1.82B
AUM Growth
-$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
874
New
Increased
Reduced
Closed

Top Buys

1
+$78.5M
2
+$14.3M
3
+$13.9M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$13.8M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$12.7M

Top Sells

1
+$58.5M
2
+$31.2M
3
+$21.4M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$19M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$14.9M

Sector Composition

1 Technology 5.87%
2 Financials 2.57%
3 Healthcare 2.48%
4 Industrials 2.4%
5 Consumer Discretionary 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$238K 0.01%
+1,202
627
$236K 0.01%
+195
628
$234K 0.01%
+486
629
$231K 0.01%
1,614
+4
630
$231K 0.01%
7,021
-12,235
631
$231K 0.01%
+4,600
632
$231K 0.01%
3,975
633
$230K 0.01%
+1,088
634
$229K 0.01%
6,201
-1,038
635
$229K 0.01%
+4,736
636
$229K 0.01%
7,531
-1,167
637
$226K 0.01%
3,625
-6,826
638
$225K 0.01%
+958
639
$225K 0.01%
6,512
-569
640
$225K 0.01%
10,609
-13,395
641
$224K 0.01%
2,152
-134
642
$223K 0.01%
2,664
-4,974
643
$223K 0.01%
+514
644
$222K 0.01%
6,250
-6,388
645
$222K 0.01%
4,215
-3,312
646
$222K 0.01%
4,876
-2,466
647
$220K 0.01%
+2,228
648
$220K 0.01%
+2,539
649
$219K 0.01%
+2,984
650
$219K 0.01%
+4,451
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