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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
DIASpdr Dow Jones Indl Average
Recent Activity
Increased 98.39%
0.51%
$14.674M
34,486 shares@ $425.51 avg price
CGGRCapital Group Growth Etf
Recent Activity
Increased 30.4%
0.51%
$14.523M
390,714 shares@ $37.18 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 10.75%
0.49%
$13.91M
109,018 shares@ $127.59 avg price
XLRESelect Sector Spdr Tr
Recent Activity
Decreased -6.81%
0.48%
$13.632M
335,195 shares@ $40.67 avg price
MGKVanguard World Fd
Recent Activity
Increased 131.73%
0.45%
$12.938M
37,676 shares@ $343.42 avg price
IQLTIshares Tr
Recent Activity
Increased 34.61%
0.43%
$12.409M
334,291 shares@ $37.13 avg price
HEQTSimplify Exchange Traded Fun
Recent Activity
Increased 27.87%
0.43%
$12.25M
415,541 shares@ $29.48 avg price
FIXDFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 16.21%
0.42%
$11.939M
277,843 shares@ $42.97 avg price
AVGOBroadcom Inc
Recent Activity
Increased 132.09%
0.41%
$11.599M
50,032 shares@ $231.84 avg price
CGDVCapital Group Dividend Value
Recent Activity
Increased 17.36%
0.39%
$11.29M
320,207 shares@ $35.26 avg price