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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
XYLDGlobal X Fds
Recent Activity
Decreased -2.28%
0.1%
$2.707M
64,612 shares@ $41.91 avg price
QDECFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -18.7%
0.1%
$2.674M
97,079 shares@ $27.55 avg price
BNDVanguard Bd Index Fds
Recent Activity
Decreased -13.65%
0.1%
$2.635M
36,641 shares@ $71.92 avg price
AIQGlobal X Fds
Recent Activity
Decreased -0.01%
0.09%
$2.518M
65,177 shares@ $38.65 avg price
IEFAIshares Tr
Recent Activity
Decreased -2.08%
0.09%
$2.497M
35,534 shares@ $70.28 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -0.75%
0.09%
$2.44M
10,802 shares@ $225.9 avg price
FTGCFirst Tr Exchange Trad Fd Vi
Recent Activity
Decreased -3.09%
0.08%
$2.317M
96,816 shares@ $23.93 avg price
MXIIshares Tr
Recent Activity
Decreased -46.73%
0.08%
$2.309M
29,711 shares@ $77.7 avg price
BACBank America Corp
Recent Activity
Decreased -3.33%
0.08%
$2.294M
52,204 shares@ $43.96 avg price
FDLFirst Tr Morningstar Divid L
Recent Activity
Decreased -1.38%
0.08%
$2.29M
56,877 shares@ $40.26 avg price