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
826
$207K 0.01%
1,500
827
$207K 0.01%
5,924
-1,522
828
$207K 0.01%
3,515
+12
829
$206K 0.01%
4,205
-261
830
$206K 0.01%
+2,729
831
$205K 0.01%
9,051
-1,847
832
$205K 0.01%
4,677
-4,275
833
$205K 0.01%
+5,260
834
$205K 0.01%
+949
835
$204K 0.01%
1,115
-308
836
$204K 0.01%
7,263
+521
837
$204K 0.01%
7,996
-2,716
838
$203K 0.01%
+4,702
839
$203K 0.01%
5,098
+12
840
$202K 0.01%
3,723
-2,389
841
$202K 0.01%
27,065
-2,182
842
$200K 0.01%
2,954
843
$190K 0.01%
16,732
-2,667
844
$177K 0.01%
10,001
845
$175K 0.01%
18,307
+2,262
846
$165K 0.01%
12,950
+68
847
$161K 0.01%
+10,546
848
$160K 0.01%
17,156
-500
849
$157K 0.01%
17,583
+600
850
$145K 0.01%
10,080
32 33
34
35 36