AAS

Ameritas Advisory Services Portfolio holdings

AUM $1.53B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.32B
AUM Growth
-$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
953
New
Increased
Reduced
Closed

Top Buys

1 +$9.43M
2 +$6.95M
3 +$6.87M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$5.96M
5
FIW icon
First Trust Water ETF
FIW
+$4.91M

Top Sells

1 +$57.4M
2 +$27M
3 +$25.9M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$15.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$15.1M

Sector Composition

1 Technology 5.43%
2 Financials 2.42%
3 Consumer Discretionary 2.32%
4 Industrials 2.09%
5 Healthcare 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
851
-1,075
852
-22,360
853
-4,015
854
-6,809
855
-6,350
856
-9,909
857
-4,902
858
-22,366
859
-1
860
-26,374
861
-7,343
862
-3,418
863
-48,622
864
-17,380
865
-1,599
866
-9,072
867
-6,424
868
-2,140
869
-4,178
870
-1,644
871
-18,209
872
-6,154
873
-8,000
874
-46,300
875
-7,657