AAS

Ameritas Advisory Services Portfolio holdings

AUM $2.68B
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.92B
AUM Growth
-$558M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,857
New
Increased
Reduced
Closed

Top Buys

1 +$5.88M
2 +$5.55M
3 +$5.51M
4
VV icon
Vanguard Large-Cap ETF
VV
+$5.3M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3.8M

Top Sells

1 +$24M
2 +$23.5M
3 +$22.9M
4
AAPL icon
Apple
AAPL
+$19.3M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$17M

Sector Composition

1 Technology 5.14%
2 Industrials 2.68%
3 Financials 2.61%
4 Consumer Discretionary 2.45%
5 Consumer Staples 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$6.53M 0.34%
28,733
+1,424
52
$6.46M 0.34%
34,208
-615
53
$6.24M 0.33%
61,960
-15,840
54
$6.12M 0.32%
45,875
-47,769
55
$6.1M 0.32%
62,346
-40,400
56
$5.97M 0.31%
36,604
+33,779
57
$5.93M 0.31%
186,380
-79,855
58
$5.9M 0.31%
128,093
+19,775
59
$5.88M 0.31%
+50,107
60
$5.88M 0.31%
36,463
-1,963
61
$5.87M 0.31%
18,482
-7,561
62
$5.85M 0.3%
200,178
-26,785
63
$5.82M 0.3%
97,157
-23,642
64
$5.77M 0.3%
16,451
-1,236
65
$5.77M 0.3%
133,546
-130,938
66
$5.77M 0.3%
162,615
+12,497
67
$5.6M 0.29%
62,107
-3,278
68
$5.56M 0.29%
102,137
-83,944
69
$5.56M 0.29%
19,178
-15,597
70
$5.55M 0.29%
+143,088
71
$5.42M 0.28%
86,421
-10,422
72
$5.34M 0.28%
233,868
-38,108
73
$5.33M 0.28%
272,720
-17,433
74
$5.22M 0.27%
40,580
-879
75
$5.14M 0.27%
25,136
-38,036