Portfolio (Quarterly)
Guide ↗
Ameritas Advisory Services, LLC
· CIK 0001901275| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1261 | MFM | MFS MUN INCOME TR | Financial Services | 221 | $1K | — | SOLD |
| 1262 | IPGP | IPG PHOTONICS CORP | Technology | 15 | $1K | — | SOLD |
| 1263 | — | NEWSMAX INC | — | 95 | $1K | — | SOLD |
| 1264 | — | OCCIDENTAL PETE CORP | — | 46 | $1K | — | SOLD |
| 1265 | HUN | HUNTSMAN CORP | Basic Materials | 130 | $1K | — | SOLD |
| 1266 | ZTO | ZTO EXPRESS CAYMAN INC | Industrials | 61 | $1K | — | SOLD |
| 1267 | VSGX | VANGUARD WORLD FD | — | 17 | $1K | — | SOLD |
| 1268 | SERV | SERVE ROBOTICS INC | Industrials | 100 | $1K | — | SOLD |
| 1269 | SBRA | SABRA HEALTH CARE REIT INC | Real Estate | 62 | $1K | — | SOLD |
| 1270 | SWBI | SMITH & WESSON BRANDS INC | Industrials | 117 | $1K | — | SOLD |
| 1271 | DXJ | WISDOMTREE TR | — | 9 | $1K | — | SOLD |
| 1272 | CXH | MFS INVT GRADE MUN TR | Financial Services | 144 | $1K | — | SOLD |
| 1273 | ATMU | ATMUS FILTRATION TECHNOLOGIE | Industrials | 25 | $1K | — | SOLD |
| 1274 | LNN | LINDSAY CORP | Industrials | 8 | $1K | — | SOLD |
| 1275 | ODFL | OLD DOMINION FREIGHT LINE IN | Industrials | 8 | $1K | — | SOLD |
| 1276 | ONL | ORION PROPERTIES INC | Real Estate | 407 | $1K | — | SOLD |
| 1277 | FLNC | FLUENCE ENERGY INC | Utilities | 100 | $1K | — | SOLD |
| 1278 | — | RALLIANT CORP | — | 24 | $1K | — | SOLD |
| 1279 | — | ISHARES TR | — | 21 | $1K | — | SOLD |
| 1280 | ELS | EQUITY LIFESTYLE PPTYS INC | Real Estate | 17 | $1K | — | SOLD |
Sector Allocation
Technology
29.6%
Financial Services
29.5%
Consumer Cyclical
8.3%
Industrials
7.3%
Communication Services
6.8%
Healthcare
6.1%
Consumer Defensive
4.4%
Utilities
2.9%
Energy
2.4%
Basic Materials
1.8%