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
801
$229K 0.01%
+5,174
802
$228K 0.01%
2,484
+329
803
$227K 0.01%
1,172
+11
804
$227K 0.01%
+2,337
805
$227K 0.01%
12,731
-20,614
806
$226K 0.01%
5,892
+532
807
$225K 0.01%
5,496
+175
808
$223K 0.01%
6,311
+413
809
$221K 0.01%
5,285
+686
810
$221K 0.01%
12,076
-991
811
$218K 0.01%
3,902
-6,537
812
$218K 0.01%
5,940
-4,281
813
$218K 0.01%
6,104
-697
814
$217K 0.01%
7,974
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815
$215K 0.01%
6,713
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816
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29,388
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817
$213K 0.01%
3,463
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818
$212K 0.01%
5,754
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819
$212K 0.01%
9,000
820
$212K 0.01%
+5,112
821
$211K 0.01%
6,730
+712
822
$211K 0.01%
+1,106
823
$210K 0.01%
+711
824
$208K 0.01%
+5,440
825
$207K 0.01%
715
-24
31 32
33
34 35