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
826
$201K 0.01%
+1,670
827
$200K 0.01%
+3,185
828
$200K 0.01%
+12,376
829
$197K 0.01%
+20,763
830
$196K 0.01%
15,857
+1,579
831
$189K 0.01%
+10,226
832
$181K 0.01%
11,474
+685
833
$179K 0.01%
+10,600
834
$178K 0.01%
21,627
-1,500
835
$177K 0.01%
+10,185
836
$170K 0.01%
+10,191
837
$169K 0.01%
24,191
+3,228
838
$166K 0.01%
+12,382
839
$166K 0.01%
+21,364
840
$159K 0.01%
10,772
-2,345
841
$158K 0.01%
+27,645
842
$149K 0.01%
13,145
843
$148K 0.01%
29,135
+11,050
844
$148K 0.01%
12,046
+235
845
$147K 0.01%
33,660
+18,370
846
$147K 0.01%
31,575
+10,015
847
$145K 0.01%
+13,000
848
$142K 0.01%
+12,598
849
$139K 0.01%
10,924
-11
850
$139K 0.01%
17,197
+1,817