AAS

Ameritas Advisory Services Portfolio holdings

AUM $2.68B
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.92B
AUM Growth
-$558M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,857
New
Increased
Reduced
Closed

Top Buys

1
+$5.88M
2
+$5.55M
3
+$5.51M
4
VV icon
Vanguard Large-Cap ETF
VV
+$5.3M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3.8M

Top Sells

1
+$24M
2
+$23.5M
3
+$22.9M
4
AAPL icon
Apple
AAPL
+$19.3M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$17M

Sector Composition

1 Technology 5.14%
2 Industrials 2.68%
3 Financials 2.61%
4 Consumer Discretionary 2.45%
5 Consumer Staples 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$10.3K ﹤0.01%
+94
2002
$10.3K ﹤0.01%
+152
2003
$10.3K ﹤0.01%
+97
2004
$10.3K ﹤0.01%
+97
2005
$10.3K ﹤0.01%
+850
2006
$10.3K ﹤0.01%
+750
2007
$10.2K ﹤0.01%
+144
2008
$10.1K ﹤0.01%
+380
2009
$10.1K ﹤0.01%
+850
2010
$10.1K ﹤0.01%
+595
2011
$10.1K ﹤0.01%
+109
2012
$10.1K ﹤0.01%
+158
2013
$10K ﹤0.01%
+132
2014
$10K ﹤0.01%
+175
2015
$10K ﹤0.01%
+169
2016
$9.99K ﹤0.01%
+1,187
2017
$9.97K ﹤0.01%
+5,798
2018
$9.97K ﹤0.01%
+558
2019
$9.96K ﹤0.01%
+322
2020
$9.93K ﹤0.01%
+269
2021
$9.89K ﹤0.01%
+141
2022
$9.84K ﹤0.01%
+1,132
2023
$9.82K ﹤0.01%
+157
2024
$9.79K ﹤0.01%
+4,390
2025
$9.78K ﹤0.01%
+5
79 80
81
82 83