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
$2.15B
AUM Growth
+$482M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1 +$16.2M
2 +$15.7M
3 +$12.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$11.1M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$11M

Top Sells

1 +$7.32M
2 +$6.63M
3 +$5.55M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$3.49M
5
REET icon
iShares Global REIT ETF
REET
+$2.87M

Sector Composition

1 Technology 6.04%
2 Healthcare 3.19%
3 Industrials 2.87%
4 Financials 2.74%
5 Consumer Staples 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
$217K 0.01%
+1,288
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$216K 0.01%
+3,907
803
$216K 0.01%
+14,298
804
$215K 0.01%
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$215K 0.01%
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$213K 0.01%
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807
$212K 0.01%
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$211K 0.01%
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$211K 0.01%
292
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810
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811
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812
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$209K 0.01%
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817
$207K 0.01%
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$203K 0.01%
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$202K 0.01%
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825
$202K 0.01%
+7,165