AIC
Ameritas Investment Company Portfolio holdings
AUM
$2.17B
1-Year Return
26.49%
This Quarter Return
+1.86%
1 Year Return
+26.49%
3 Year Return
+55.24%
5 Year Return
–
10 Year Return
–
AUM
$499M
AUM Growth
+$288M
(+136%)
Cap. Flow
+$284M
Cap. Flow
% of AUM
56.9%
Top 10 Holdings %
Top 10 Hldgs %
29.14%
Holding
1,688
New
1,458
Increased
169
Reduced
47
Closed
5
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
+$23.4M |
| 2 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$19.5M |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$13.5M |
| 4 |
Apple
AAPL
|
+$13.2M |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$11.9M |
Top Sells
Sector Composition
| 1 | Technology | 8% |
| 2 | Industrials | 5.99% |
| 3 | Financials | 3.39% |
| 4 | Healthcare | 3.26% |
| 5 | Consumer Discretionary | 2.85% |
