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
751
$230K 0.01%
+11,500
752
$229K 0.01%
576
-120
753
$228K 0.01%
9,816
-438
754
$228K 0.01%
1,399
-170
755
$227K 0.01%
3,315
+354
756
$227K 0.01%
+2,234
757
$226K 0.01%
6,971
-1,000
758
$226K 0.01%
10,825
-40
759
$226K 0.01%
1,111
760
$226K 0.01%
3,048
-188
761
$224K 0.01%
6,688
762
$224K 0.01%
6,113
+203
763
$224K 0.01%
7,869
764
$223K 0.01%
+4,299
765
$222K 0.01%
14,211
-2,735
766
$222K 0.01%
14,445
-10,236
767
$222K 0.01%
7,603
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768
$221K 0.01%
+5,235
769
$221K 0.01%
5,976
-316
770
$221K 0.01%
3,139
771
$221K 0.01%
3,655
-111
772
$220K 0.01%
4,680
+565
773
$219K 0.01%
3,693
+27
774
$219K 0.01%
+775
775
$218K 0.01%
+3,869
29 30
31
32 33