Portfolio (Quarterly)
Guide ↗
Ameritas Advisory Services, LLC
· CIK 0001901275| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | XCCC | BONDBLOXX ETF TRUST | — | 5,115 | $201K | 0.01% | SOLD |
| 102 | FIGR | FIGURE TECHNOLOGY SOLUTIO | Financial Services | 5,500 | $200K | 0.01% | SOLD |
| 103 | IXC | ISHARES TR | — | 4,768 | $199K | 0.01% | SOLD |
| 104 | FAD | FIRST TR EXCHANGE-TRADED ALP | — | 1,230 | $197K | 0.01% | SOLD |
| 105 | — | FIRST TR EXCHNG TRADED FD VI | — | 6,280 | $197K | 0.01% | SOLD |
| 106 | HISF | FIRST TR EXCHANGE-TRADED FD | — | 4,355 | $197K | 0.01% | SOLD |
| 107 | CSQ | CALAMOS STRATEGIC TOTAL RETU | Financial Services | 10,001 | $193K | 0.01% | SOLD |
| 108 | RIO | RIO TINTO PLC | Basic Materials | 2,891 | $191K | 0.01% | SOLD |
| 109 | PID | INVESCO EXCHANGE TRADED FD T | — | 8,950 | $190K | 0.01% | SOLD |
| 110 | BYLD | ISHARES TR | — | 8,178 | $187K | 0.01% | SOLD |
| 111 | MUNI | PIMCO ETF TR | — | 3,534 | $185K | 0.01% | SOLD |
| 112 | FLXR | TCW ETF TRUST | — | 4,639 | $185K | 0.01% | SOLD |
| 113 | PB | PROSPERITY BANCSHARES INC | Financial Services | 2,729 | $181K | 0.01% | SOLD |
| 114 | AOK | ISHARES TR | — | 4,499 | $181K | 0.01% | SOLD |
| 115 | CCJ | CAMECO CORP | Energy | 2,140 | $179K | 0.01% | SOLD |
| 116 | PCAR | PACCAR INC | Industrials | 1,780 | $175K | 0.01% | SOLD |
| 117 | CVRT | CALAMOS ETF TR | — | 4,817 | $175K | 0.01% | SOLD |
| 118 | AON | AON PLC | Financial Services | 489 | $174K | 0.01% | SOLD |
| 119 | CLOU | GLOBAL X FDS | — | 7,492 | $174K | 0.01% | SOLD |
| 120 | PWZ | INVESCO EXCH TRADED FD TR II | — | 7,270 | $174K | 0.01% | SOLD |
Sector Allocation
Technology
29.3%
Financial Services
29.2%
Consumer Cyclical
8.2%
Communication Services
7.6%
Industrials
7.2%
Healthcare
6.1%
Consumer Defensive
4.4%
Utilities
2.8%
Energy
2.5%
Basic Materials
1.7%