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
2026
$9.77K ﹤0.01%
+1,550
2027
$9.74K ﹤0.01%
+20
2028
$9.7K ﹤0.01%
+122
2029
$9.68K ﹤0.01%
+1,191
2030
$9.64K ﹤0.01%
+442
2031
$9.63K ﹤0.01%
+379
2032
$9.58K ﹤0.01%
+168
2033
$9.55K ﹤0.01%
+56
2034
$9.55K ﹤0.01%
+217
2035
$9.53K ﹤0.01%
+4,991
2036
$9.45K ﹤0.01%
+150
2037
$9.43K ﹤0.01%
+315
2038
$9.43K ﹤0.01%
+1,130
2039
$9.38K ﹤0.01%
+391
2040
$9.34K ﹤0.01%
+380
2041
$9.31K ﹤0.01%
+308
2042
$9.29K ﹤0.01%
+200
2043
$9.28K ﹤0.01%
+388
2044
$9.23K ﹤0.01%
+440
2045
$9.21K ﹤0.01%
+143
2046
$9.2K ﹤0.01%
+250
2047
$9.2K ﹤0.01%
+500
2048
$9.2K ﹤0.01%
+32
2049
$9.19K ﹤0.01%
+598
2050
$9.19K ﹤0.01%
+98