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Amanda Ross

@Ameritas Advisory Services, Llc

Latest period2024 - Q4ReportedManaged Assets$2.897BTotal holdings872
Assets growth rate25.02%Assets growth rate (2-Q avg)6.2%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Ameritas Advisory Services, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 872 positions.

Assets under management

The assets under management (AUM) of Ameritas Advisory Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 2.897B in assets, with a quarterly growth rate of 25.02% and a 2-quarter average growth rate of 6.2%. The portfolio is managed by Amanda Ross, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VUGVanguard Index Fds
Recent Activity
Increased 57.4%
0.66%
$18.849M
45,924 shares@ $410.44 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -2.09%
0.65%
$18.647M
80,194 shares@ $232.53 avg price
IVWIshares Tr
Recent Activity
Increased 18.23%
0.65%
$18.608M
183,279 shares@ $101.53 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 58.39%
0.64%
$18.413M
94,026 shares@ $195.84 avg price
PAVEGlobal X Fds
Recent Activity
Increased 3.78%
0.59%
$16.965M
419,810 shares@ $40.41 avg price
IOOIshares Tr
Recent Activity
Increased 3.09%
0.59%
$16.849M
167,201 shares@ $100.77 avg price
IUSVIshares Tr
Recent Activity
Increased 41.54%
0.57%
$16.423M
177,379 shares@ $92.59 avg price
FDLOFidelity Covington Trust
Recent Activity
Decreased -13.67%
0.55%
$15.872M
261,960 shares@ $60.59 avg price
VBVanguard Index Fds
Recent Activity
Decreased -4.19%
0.55%
$15.808M
65,792 shares@ $240.28 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -10.24%
0.54%
$15.47M
307,131 shares@ $50.38 avg price