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
$2.9B
AUM Growth
+$580M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1 +$60.1M
2 +$32.8M
3 +$30.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$20.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$20.2M

Top Sells

1 +$9.01M
2 +$6.29M
3 +$5.13M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$4.73M
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$4.71M

Sector Composition

1 Technology 8.13%
2 Consumer Discretionary 2.91%
3 Financials 2.88%
4 Industrials 2.22%
5 Healthcare 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$299K 0.01%
+16,001
727
$298K 0.01%
+1,723
728
$298K 0.01%
+7,760
729
$297K 0.01%
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730
$295K 0.01%
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-222
731
$294K 0.01%
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732
$294K 0.01%
4,108
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733
$293K 0.01%
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$293K 0.01%
4,903
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735
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736
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737
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$288K 0.01%
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$283K 0.01%
4,612
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741
$282K 0.01%
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2,011
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746
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$277K 0.01%
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748
$276K 0.01%
5,567
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749
$276K 0.01%
2,384
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750
$274K 0.01%
3,785
+8