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
$2.9B
AUM Growth
+$580M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1
+$60.1M
2
+$32.8M
3
+$30.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$20.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$20.2M

Top Sells

1
+$9.01M
2
+$6.29M
3
+$5.13M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$4.73M
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$4.71M

Sector Composition

1 Technology 8.13%
2 Consumer Discretionary 2.91%
3 Financials 2.88%
4 Industrials 2.22%
5 Healthcare 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$386K 0.01%
9,355
-330
652
$386K 0.01%
3,854
+855
653
$382K 0.01%
+2,315
654
$382K 0.01%
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655
$380K 0.01%
9,986
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656
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+4,113
657
$379K 0.01%
3,546
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$378K 0.01%
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659
$378K 0.01%
+13,300
660
$378K 0.01%
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-40
661
$378K 0.01%
4,455
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662
$376K 0.01%
14,422
+6,212
663
$375K 0.01%
5,486
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$371K 0.01%
7,517
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665
$371K 0.01%
11,680
666
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714
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20,182
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669
$369K 0.01%
10,042
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670
$368K 0.01%
+2,156
671
$367K 0.01%
4,846
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672
$366K 0.01%
687
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673
$363K 0.01%
11,250
+5,281
674
$361K 0.01%
8,451
+2,888
675
$360K 0.01%
14,576
-1,586
25 26
27
28 29