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
651
$242K 0.01%
9,566
+232
652
$241K 0.01%
3,017
-31
653
$241K 0.01%
4,777
-82
654
$241K 0.01%
3,204
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655
$240K 0.01%
7,177
-3,630
656
$240K 0.01%
9,020
-1,032
657
$239K 0.01%
6,182
+11
658
$239K 0.01%
8,058
-9,851
659
$239K 0.01%
7,468
+125
660
$239K 0.01%
+5,548
661
$238K 0.01%
7,603
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662
$237K 0.01%
29,166
+30
663
$237K 0.01%
9,929
-4,056
664
$237K 0.01%
8,314
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665
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4,512
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2,671
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9,398
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2,815
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670
$233K 0.01%
5,221
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671
$232K 0.01%
3,053
-5,795
672
$230K 0.01%
988
-24
673
$229K 0.01%
7,398
674
$229K 0.01%
5,755
675
$229K 0.01%
2,890
+24
25 26
27
28 29