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
$778M
AUM Growth
-$1.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,727
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$2.57M
3
+$2.34M
4
QGRO icon
American Century US Quality Growth ETF
QGRO
+$2.26M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$2.08M

Top Sells

1
+$51M
2
+$38.9M
3
+$38.2M
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$35.7M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$34.5M

Sector Composition

1 Technology 9.91%
2 Consumer Discretionary 4.4%
3 Industrials 3.32%
4 Financials 3.25%
5 Healthcare 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-262
2027
– –
-1,937
2028
– –
-250
2029
– –
-352
2030
– –
-8,189
2031
– –
-85
2032
– –
-2,079
2033
– –
-1,145
2034
– –
-75
2035
– –
-17,341
2036
– –
-6
2037
– –
-619
2038
– –
-47
2039
– –
-109
2040
– –
-300
2041
– –
-100
2042
– –
-407
2043
– –
-479
2044
– –
-1,155
2045
– –
-209
2046
– –
-200
2047
– –
-258
2048
– –
-2,030
2049
– –
-2,500
2050
– –
-3,328
80 81
82
83 84