AIP

Ameritas Investment Partners Portfolio holdings

AUM $3.27B
1-Year Est. Return 22.51%
This Quarter Est. Return
1 Year Est. Return
+22.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.83B
AUM Growth
-$332M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,060
New
Increased
Reduced
Closed

Top Buys

1 +$13.5M
2 +$4.37M
3 +$3.51M
4
SWK icon
Stanley Black & Decker
SWK
+$2.91M
5
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$2.42M

Top Sells

1 +$4.16M
2 +$3.33M
3 +$3.21M
4
LW icon
Lamb Weston
LW
+$3M
5
FTNT icon
Fortinet
FTNT
+$2.81M

Sector Composition

1 Technology 13.37%
2 Financials 12.09%
3 Healthcare 9.85%
4 Industrials 9.81%
5 Consumer Discretionary 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$15K ﹤0.01%
276
2477
$15K ﹤0.01%
976
2478
$15K ﹤0.01%
1,502
2479
$15K ﹤0.01%
588
2480
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455
2481
$15K ﹤0.01%
1,248
2482
$15K ﹤0.01%
628
+4
2483
$15K ﹤0.01%
11,981
2484
$15K ﹤0.01%
499
2485
$15K ﹤0.01%
868
2486
$15K ﹤0.01%
730
2487
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700
2488
$15K ﹤0.01%
1,109
2489
$15K ﹤0.01%
564
2490
$15K ﹤0.01%
1,360
2491
$15K ﹤0.01%
3,972
2492
$15K ﹤0.01%
1,737
2493
$15K ﹤0.01%
786
-293
2494
$14K ﹤0.01%
440
2495
$14K ﹤0.01%
3,267
2496
$14K ﹤0.01%
486
2497
$14K ﹤0.01%
3,142
2498
$14K ﹤0.01%
894
2499
$14K ﹤0.01%
708
2500
$14K ﹤0.01%
1,909