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
$2.73B
AUM Growth
-$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$15M
3
+$13.9M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$13.2M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$7.57M

Top Sells

1
+$27.3M
2
+$22.4M
3
+$17.4M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$12M
5
VFH icon
Vanguard Financials ETF
VFH
+$10.8M

Sector Composition

1 Technology 5.78%
2 Consumer Discretionary 2.13%
3 Financials 1.92%
4 Industrials 1.89%
5 Healthcare 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.16M 0.08%
7,557
-337
202
$2.14M 0.08%
40,147
-5,116
203
$2.08M 0.08%
9,365
+190
204
$2.08M 0.08%
31,314
-15,271
205
$2.07M 0.08%
53,168
+3,358
206
$2.07M 0.08%
4,216
+96
207
$2.04M 0.07%
20,117
+4,977
208
$2.03M 0.07%
38,866
+209
209
$2M 0.07%
15,791
+1,688
210
$2M 0.07%
23,282
+491
211
$2M 0.07%
10,843
+496
212
$1.97M 0.07%
40,313
+546
213
$1.97M 0.07%
22,524
+4,782
214
$1.94M 0.07%
29,514
+72
215
$1.94M 0.07%
80,187
+9,646
216
$1.93M 0.07%
25,420
217
$1.93M 0.07%
45,464
+3,225
218
$1.93M 0.07%
+62,210
219
$1.91M 0.07%
36,431
+11,901
220
$1.91M 0.07%
+38,167
221
$1.9M 0.07%
16,991
-276
222
$1.88M 0.07%
7,569
+152
223
$1.84M 0.07%
15,651
+3,589
224
$1.84M 0.07%
31,949
+6,536
225
$1.84M 0.07%
39,603
+13,440
7 8
9
10 11