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
$2.73B
AUM Growth
-$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$15M
3
+$13.9M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$13.2M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$7.57M

Top Sells

1
+$27.3M
2
+$22.4M
3
+$17.4M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$12M
5
VFH icon
Vanguard Financials ETF
VFH
+$10.8M

Sector Composition

1 Technology 5.78%
2 Consumer Discretionary 2.13%
3 Financials 1.92%
4 Industrials 1.89%
5 Healthcare 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.54M 0.09%
33,397
-3,516
177
$2.53M 0.09%
39,212
+608
178
$2.53M 0.09%
62,160
+395
179
$2.53M 0.09%
30,541
+1,416
180
$2.51M 0.09%
46,412
-2,338
181
$2.5M 0.09%
54,353
+6,507
182
$2.45M 0.09%
20,239
-3,249
183
$2.44M 0.09%
136,499
-7,193
184
$2.42M 0.09%
20,464
+1,791
185
$2.38M 0.09%
141,358
+16,519
186
$2.34M 0.09%
22,736
-2,197
187
$2.32M 0.08%
21,562
+6,014
188
$2.31M 0.08%
22,642
-362
189
$2.3M 0.08%
34,990
+5,691
190
$2.29M 0.08%
31,800
+647
191
$2.29M 0.08%
51,369
+22,969
192
$2.27M 0.08%
82,505
+157
193
$2.27M 0.08%
120,786
+64,450
194
$2.26M 0.08%
98,645
+5,519
195
$2.25M 0.08%
9,740
+511
196
$2.25M 0.08%
120,352
-13,616
197
$2.21M 0.08%
14,434
+239
198
$2.19M 0.08%
14,656
+2,109
199
$2.17M 0.08%
66,288
-35,949
200
$2.17M 0.08%
56,177
+4,790
6 7
8
9 10