AAS
Ameritas Advisory Services Portfolio holdings
AUM
$1.92B
1-Year Return
13.42%
This Quarter Return
-2.97%
1 Year Return
+13.42%
3 Year Return
+54.3%
5 Year Return
–
10 Year Return
–
AUM
$2.73B
AUM Growth
-$2.93M
(-0.11%)
Cap. Flow
+$103M
Cap. Flow
% of AUM
3.77%
Top 10 Holdings %
Top 10 Hldgs %
26.84%
Holding
878
New
69
Increased
441
Reduced
259
Closed
51
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$119M |
| 2 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$15M |
| 3 |
Vanguard Value ETF
VTV
|
+$13.9M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$13.2M |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$7.57M |
Top Sells
| 1 |
Vanguard Long-Term Bond ETF
BLV
|
+$27.3M |
| 2 |
Vanguard Energy ETF
VDE
|
+$22.4M |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$17.4M |
| 4 |
Vanguard World Funds Extended Duration ETF
EDV
|
+$12M |
| 5 |
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% |
