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
$1.67B
AUM Growth
-$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
816
New
Increased
Reduced
Closed

Top Buys

1
+$9.19M
2
+$8.42M
3
+$3.63M
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$3.59M
5
FDRR icon
Fidelity Dividend ETF for Rising Rates
FDRR
+$3.33M

Top Sells

1
+$6.12M
2
+$5.54M
3
+$4.26M
4
CGUS icon
Capital Group Core Equity ETF
CGUS
+$2.12M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.73M

Sector Composition

1 Technology 7.24%
2 Consumer Discretionary 2.69%
3 Healthcare 2.67%
4 Financials 2.51%
5 Industrials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.8M 0.17%
21,796
+2,233
127
$2.77M 0.17%
54,175
+25,196
128
$2.76M 0.17%
57,377
+7,367
129
$2.75M 0.16%
59,967
-27,338
130
$2.74M 0.16%
29,602
+292
131
$2.7M 0.16%
28,136
+813
132
$2.69M 0.16%
69,837
+1,762
133
$2.68M 0.16%
27,135
+1,111
134
$2.67M 0.16%
30,177
-4,083
135
$2.63M 0.16%
65,704
+2,586
136
$2.62M 0.16%
42,126
+852
137
$2.62M 0.16%
156,427
-32,550
138
$2.59M 0.15%
+51,532
139
$2.57M 0.15%
15,746
+519
140
$2.52M 0.15%
109,435
+668
141
$2.52M 0.15%
35,298
+2,428
142
$2.44M 0.15%
20,037
-579
143
$2.41M 0.14%
137,763
-1,453
144
$2.41M 0.14%
8,467
-619
145
$2.4M 0.14%
7,439
+113
146
$2.4M 0.14%
64,560
-1,300
147
$2.4M 0.14%
58,049
+6,734
148
$2.39M 0.14%
32,547
+84
149
$2.38M 0.14%
164,620
+6,249
150
$2.37M 0.14%
35,449
+2,208
4 5
6
7 8