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
126
$3.44M 0.16%
65,493
-2,031
127
$3.43M 0.16%
10,744
+1,066
128
$3.43M 0.16%
46,055
+13,508
129
$3.42M 0.16%
18,952
+3,206
130
$3.42M 0.16%
14,822
+1,500
131
$3.4M 0.16%
40,697
+15,904
132
$3.38M 0.16%
9,243
+1,804
133
$3.37M 0.16%
52,706
+23,002
134
$3.35M 0.16%
33,046
+3,444
135
$3.35M 0.16%
70,277
+4,573
136
$3.34M 0.16%
75,715
+29,427
137
$3.33M 0.15%
22,965
+1,169
138
$3.33M 0.15%
94,484
+4,602
139
$3.31M 0.15%
53,779
+12,384
140
$3.3M 0.15%
66,036
+26,095
141
$3.29M 0.15%
195,726
+9,662
142
$3.28M 0.15%
33,397
+12,601
143
$3.27M 0.15%
148,357
+10,594
144
$3.26M 0.15%
34,317
+4,140
145
$3.24M 0.15%
64,617
-6,995
146
$3.12M 0.14%
32,209
+11,894
147
$3.1M 0.14%
29,134
+2,031
148
$3.09M 0.14%
78,511
-23,550
149
$3.05M 0.14%
36,987
-1,079
150
$3M 0.14%
58,354
-1,613