AAS
Ameritas Advisory Services Portfolio holdings
AUM
$1.92B
1-Year Return
13.42%
This Quarter Return
-4.27%
1 Year Return
+13.42%
3 Year Return
+54.3%
5 Year Return
–
10 Year Return
–
AUM
$1.67B
AUM Growth
-$55.6M
(-3.2%)
Cap. Flow
+$27.1M
Cap. Flow
% of AUM
1.62%
Top 10 Holdings %
Top 10 Hldgs %
22.8%
Holding
816
New
26
Increased
434
Reduced
253
Closed
59
Top Buys
Top Sells
| 1 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$6.12M |
| 2 |
Phillips Edison & Co
PECO
|
$5.54M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$4.26M |
| 4 |
Capital Group Core Equity ETF
CGUS
|
$2.12M |
| 5 |
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% |
