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
651
$314K 0.01%
7,535
+484
652
$313K 0.01%
3,343
653
$312K 0.01%
13,337
-124
654
$307K 0.01%
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655
$307K 0.01%
4,445
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656
$305K 0.01%
23,381
657
$304K 0.01%
+9,398
658
$300K 0.01%
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-1,062
659
$299K 0.01%
7,127
660
$299K 0.01%
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661
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446
-30
662
$298K 0.01%
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663
$297K 0.01%
13,584
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$297K 0.01%
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665
$295K 0.01%
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666
$295K 0.01%
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$293K 0.01%
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2,498
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670
$291K 0.01%
21,198
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671
$291K 0.01%
416
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672
$290K 0.01%
4,417
-491
673
$290K 0.01%
+7,082
674
$290K 0.01%
4,722
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675
$290K 0.01%
2,884
-45
25 26
27
28 29