AAS

Ameritas Advisory Services Portfolio holdings

AUM $1.53B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
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 5.15%
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
ALLY icon
2076
Ally Financial
ALLY
$12.1B
$8.53K ﹤0.01%
+219
RVTY icon
2077
Revvity
RVTY
$10.3B
$8.51K ﹤0.01%
+88
AFRM icon
2078
Affirm
AFRM
$24.3B
$8.5K ﹤0.01%
+123
BIT icon
2079
BlackRock Multi-Sector Income Trust
BIT
$583M
$8.47K ﹤0.01%
+580
JPEM icon
2080
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$356M
$8.46K ﹤0.01%
+150
PSEP icon
2081
Innovator US Equity Power Buffer ETF September
PSEP
$989M
$8.38K ﹤0.01%
+205
FBTC icon
2082
Fidelity Wise Origin Bitcoin Fund
FBTC
$13.7B
$8.37K ﹤0.01%
+89
APLY icon
2083
YieldMax AAPL Option Income Strategy ETF
APLY
$152M
$8.35K ﹤0.01%
+649
ISCV icon
2084
iShares Morningstar Small-Cap Value ETF
ISCV
$540M
$8.35K ﹤0.01%
+136
ROOT icon
2085
Root
ROOT
$1.23B
$8.32K ﹤0.01%
+65
BWAY
2086
Brainsway
BWAY
$296M
$8.31K ﹤0.01%
+632
EPAM icon
2087
EPAM Systems
EPAM
$9.76B
$8.31K ﹤0.01%
+47
OCSL icon
2088
Oaktree Specialty Lending
OCSL
$1.2B
$8.3K ﹤0.01%
+608
RNR icon
2089
RenaissanceRe
RNR
$12.4B
$8.3K ﹤0.01%
+34
RXO icon
2090
RXO
RXO
$2.05B
$8.28K ﹤0.01%
+527
NREF
2091
NexPoint Real Estate Finance
NREF
$237M
$8.27K ﹤0.01%
+600
DRS icon
2092
Leonardo DRS
DRS
$9.4B
$8.27K ﹤0.01%
+178
LGOV icon
2093
First Trust Long Duration Opportunities ETF
LGOV
$665M
$8.25K ﹤0.01%
+385
FLC
2094
Flaherty & Crumrine Total Return Fund
FLC
$184M
$8.19K ﹤0.01%
+482
CIEN icon
2095
Ciena
CIEN
$28.1B
$8.13K ﹤0.01%
+100
DEW icon
2096
WisdomTree Global High Dividend Fund
DEW
$123M
$8.11K ﹤0.01%
+142
AVD icon
2097
American Vanguard Corp
AVD
$145M
$8.06K ﹤0.01%
+2,057
CIVB icon
2098
Civista Bancshares
CIVB
$422M
$7.96K ﹤0.01%
+343
DJT icon
2099
Trump Media & Technology Group
DJT
$3.67B
$7.94K ﹤0.01%
+440
TMFM icon
2100
Motley Fool Mid-Cap Growth ETF
TMFM
$155M
$7.93K ﹤0.01%
+297