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
176
$1.86M 0.11%
30,727
+1,505
177
$1.83M 0.11%
66,746
-6,178
178
$1.83M 0.11%
119,479
+5,641
179
$1.81M 0.11%
29,621
+4
180
$1.8M 0.11%
32,215
-2,231
181
$1.8M 0.11%
51,764
+2,565
182
$1.79M 0.11%
80,308
+559
183
$1.78M 0.11%
17,524
-2,669
184
$1.78M 0.11%
39,941
-1,462
185
$1.77M 0.11%
21,183
+2,238
186
$1.77M 0.11%
46,288
+1,345
187
$1.77M 0.11%
18,999
+867
188
$1.76M 0.11%
65,520
+8,100
189
$1.76M 0.11%
37,171
-1,176
190
$1.75M 0.1%
136,709
-220
191
$1.73M 0.1%
35,911
-26,993
192
$1.72M 0.1%
20,796
+1,575
193
$1.72M 0.1%
8,812
-748
194
$1.72M 0.1%
19,234
+3
195
$1.72M 0.1%
57,663
+8,677
196
$1.71M 0.1%
29,704
+590
197
$1.7M 0.1%
3,605
+138
198
$1.7M 0.1%
42,004
+1,643
199
$1.67M 0.1%
50,796
-5,046
200
$1.67M 0.1%
57,129
-1,433
6 7
8
9 10