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
676
$288K 0.01%
3,920
+696
677
$288K 0.01%
1,193
+160
678
$287K 0.01%
1,149
+28
679
$287K 0.01%
+13,743
680
$286K 0.01%
3,813
+419
681
$285K 0.01%
1,135
+94
682
$285K 0.01%
4,457
683
$282K 0.01%
8,203
684
$280K 0.01%
2,132
+9
685
$280K 0.01%
4,402
+8
686
$277K 0.01%
4,965
687
$277K 0.01%
+8,609
688
$276K 0.01%
9,261
-25
689
$274K 0.01%
+7,148
690
$274K 0.01%
+4,528
691
$271K 0.01%
27,329
+1,025
692
$271K 0.01%
2,455
-67
693
$271K 0.01%
+2,638
694
$271K 0.01%
7,488
-254
695
$271K 0.01%
+4,826
696
$271K 0.01%
7,017
697
$270K 0.01%
3,243
+569
698
$269K 0.01%
10,902
+753
699
$269K 0.01%
4,448
+30
700
$268K 0.01%
2,563
26 27
28
29 30