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
$2.9B
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
901
-45,447
902
-8,737
903
-8,524
904
-3,984
905
-1,248
906
-2,251
907
-4,597
908
-7,544
909
-11,004
910
-591
911
-3,854
912
-1,904
913
-833
914
-8,710
915
-876
916
-6,902
917
-373
918
-10,349
919
-8,673
920
-4,416
921
-2,227
922
-7,250
923
-7,990
924
-2,253
925
-5,324