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
801
$191K 0.01%
11,765
802
$184K 0.01%
+573
803
$170K 0.01%
12,714
+14
804
$164K 0.01%
20,275
805
$156K 0.01%
11,450
-3,900
806
$154K 0.01%
15,578
-3,220
807
$147K 0.01%
5,222
+94
808
$147K 0.01%
14,542
+7
809
$132K ﹤0.01%
10,000
810
$131K ﹤0.01%
+21,830
811
$118K ﹤0.01%
21,536
-3,515
812
$112K ﹤0.01%
18,085
-2,261
813
$111K ﹤0.01%
10,856
+9
814
$89K ﹤0.01%
1,168
+58
815
$87K ﹤0.01%
39,908
+807
816
$84K ﹤0.01%
+360
817
$81K ﹤0.01%
15,290
-4,500
818
$71K ﹤0.01%
44,232
819
$71K ﹤0.01%
12,348
+304
820
$66K ﹤0.01%
10,000
821
$64K ﹤0.01%
13,300
+2,000
822
$48K ﹤0.01%
20,810
823
$36K ﹤0.01%
+10,000
824
$29K ﹤0.01%
+10,437
825
$27K ﹤0.01%
240
-80
31 32
33
34 35