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
701
$266K 0.01%
5,121
+883
702
$265K 0.01%
7,348
+1,546
703
$265K 0.01%
11,628
+1,800
704
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705
$264K 0.01%
7,522
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706
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2,869
707
$262K 0.01%
3,727
708
$262K 0.01%
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709
$261K 0.01%
30,374
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710
$261K 0.01%
3,113
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711
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3,658
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712
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713
$259K 0.01%
12,288
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714
$259K 0.01%
9,339
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715
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716
$257K 0.01%
2,293
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527
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719
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10,065
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720
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798
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721
$253K 0.01%
5,034
722
$253K 0.01%
3,254
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723
$252K 0.01%
7,851
+1,051
724
$251K 0.01%
6,626
-333
725
$251K 0.01%
4,331
+171
27 28
29
30 31