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
$2.15B
AUM Growth
+$482M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1 +$16.2M
2 +$15.7M
3 +$12.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$11.1M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$11M

Top Sells

1 +$7.32M
2 +$6.63M
3 +$5.55M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$3.49M
5
REET icon
iShares Global REIT ETF
REET
+$2.87M

Sector Composition

1 Technology 6.04%
2 Healthcare 3.19%
3 Industrials 2.87%
4 Financials 2.74%
5 Consumer Staples 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$339K 0.02%
3,723
+1,337
677
$339K 0.02%
+5,189
678
$338K 0.02%
14,312
-2,036
679
$335K 0.02%
14,364
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680
$333K 0.02%
11,835
+4,460
681
$333K 0.02%
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682
$332K 0.02%
5,363
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683
$332K 0.02%
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-2,770
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685
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$326K 0.02%
2,249
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$322K 0.02%
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695
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2,040
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13,341
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698
$317K 0.01%
10,545
699
$316K 0.01%
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$315K 0.01%
10,378
-4,075