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
$2.15B
AUM Growth
+$482M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$15.7M
3
+$12.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$11.1M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$11M

Top Sells

1
+$7.32M
2
+$6.63M
3
+$5.55M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$3.49M
5
REET icon
iShares Global REIT ETF
REET
+$2.87M

Sector Composition

1 Technology 6.04%
2 Healthcare 3.19%
3 Industrials 2.87%
4 Financials 2.74%
5 Consumer Staples 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.27M 0.11%
142,534
+44,247
202
$2.26M 0.1%
34,333
+2,483
203
$2.24M 0.1%
16,539
-3,498
204
$2.2M 0.1%
29,646
+7,443
205
$2.2M 0.1%
60,157
+24,989
206
$2.19M 0.1%
21,711
+2,078
207
$2.17M 0.1%
80,173
-1,933
208
$2.16M 0.1%
37,530
+6,803
209
$2.16M 0.1%
4,729
+1,124
210
$2.16M 0.1%
28,564
+9,207
211
$2.12M 0.1%
31,392
-10,734
212
$2.1M 0.1%
20,788
+5,026
213
$2.05M 0.1%
9,376
+503
214
$2.05M 0.1%
32,291
+13,015
215
$2.04M 0.09%
7,755
+2,095
216
$2.04M 0.09%
43,864
+17,835
217
$2.04M 0.09%
24,033
+6,006
218
$2.03M 0.09%
3,386
-260
219
$2.02M 0.09%
143,182
+6,473
220
$2.01M 0.09%
17,946
+7,349
221
$2M 0.09%
+68,594
222
$1.98M 0.09%
39,929
-17,448
223
$1.96M 0.09%
12,803
+2,216
224
$1.95M 0.09%
+33,730
225
$1.94M 0.09%
8,502
+2,342
7 8
9
10 11