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
726
$249K 0.01%
3,969
+602
727
$249K 0.01%
+2,778
728
$248K 0.01%
+6,717
729
$247K 0.01%
+6,175
730
$246K 0.01%
3,995
+25
731
$246K 0.01%
9,790
-722
732
$244K 0.01%
+9,613
733
$242K 0.01%
+4,269
734
$241K 0.01%
+4,701
735
$239K 0.01%
5,389
736
$239K 0.01%
201
-18
737
$238K 0.01%
8,204
+1,526
738
$237K 0.01%
5,029
-633
739
$236K 0.01%
1,795
+104
740
$236K 0.01%
+4,741
741
$236K 0.01%
2,583
+126
742
$236K 0.01%
7,323
+30
743
$236K 0.01%
10,311
744
$235K 0.01%
+3,433
745
$233K 0.01%
11,149
+213
746
$231K 0.01%
4,820
-13,494
747
$231K 0.01%
7,944
+1,363
748
$231K 0.01%
7,535
749
$231K 0.01%
3,713
+195
750
$230K 0.01%
23,549
+3,330
28 29
30
31 32