Ameritas Advisory Services, LLC Portfolio Analytics
Investment Analysis & Holdings Breakdown
Comprehensive portfolio analytics for Ameritas Advisory Services, LLC, 65% allocated to ETF.
- Top Sector
- ETF (65%)
- US Exposure
- 99%
- Market Cap Focus
- N/A
- Countries
- 19
Composition Analysis
Portfolio breakdown by sector, industry, and market capitalization
Sector Allocation
Industry Breakdown
134 industries across all sectors
Filter by Sector
Select a sector to filter industries
Market Cap Distribution
Portfolio Concentration
No concentration data available
Geographic Exposure
Portfolio breakdown by country of incorporation
Domestic (US)
International
Countries
Largest Int'l Market
Holding Behavior
Investment patterns and position management analysis
Portfolio Stability & Commitment
- Avg. Top 10
- 14.5 quarters
- Avg. Top 20
- 14 quarters
- Avg. All Positions
- 5.2 quarters
- Median Holding Period
- 1 quarter
- Longest Held
iShares Core MSCI EAFE ETFIEFA - 15 quarters
Position Sizing & Influence
Current Quarter
- Avg. New Position
- 0.01%
- Avg. Position Weight
- 0.05%
- Largest Position
Invesco QQQ Trust, Series 1QQQ - 4.04%- Largest Ownership Stake
DocGo Inc. Common StockDCGO - 0.06%- Avg. Ownership Stake
- 0.001%
- Ownership Stake >5%
- 0
- Ownership Stake >1%
- 0
Historical (Since Q4 2021)
- Avg. New Position
- 0.04%
- Avg. Ownership Stake
- 0.009%
- Largest Position
Digital Ally, Inc. Common StockDGLY - 21.10% (Q4 2021)- Largest Ownership Stake
Aehr Test SystemsAEHR - 1.72% (Q3 2022)
Portfolio Turnover
Current Quarter
- Turnover Ratio
- 35.6%
- Value Traded
- $538.36M
- Positions Added
- 97
- Positions Exited
- 901
Historical (Since Q4 2021)
- Avg. Turnover Ratio
- 24.6%
- Avg. Positions Added
- 223
- Avg. Positions Exited
- 242
- Highest Turnover
- 76.7%Q2 2023
- Lowest Turnover
- 5.1%Q3 2022