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
$2.66B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,322
New
Increased
Reduced
Closed

Top Buys

1 +$7.21M
2 +$2.68M
3 +$2.61M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.56M
5
OVV icon
Ovintiv
OVV
+$2.32M

Top Sells

1 +$6.09M
2 +$4.35M
3 +$3.99M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.65M
5
AAPL icon
Apple
AAPL
+$3.23M

Sector Composition

1 Technology 19.86%
2 Industrials 10.33%
3 Consumer Discretionary 10.03%
4 Healthcare 8.76%
5 Financials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2751
$13.9K ﹤0.01%
1,190
2752
$13.9K ﹤0.01%
1,580
2753
$13.8K ﹤0.01%
+2,166
2754
$13.8K ﹤0.01%
3,575
2755
$13.8K ﹤0.01%
4,225
2756
$13.7K ﹤0.01%
1,668
2757
$13.7K ﹤0.01%
813
2758
$13.7K ﹤0.01%
+1,893
2759
$13.7K ﹤0.01%
1,147
2760
$13.7K ﹤0.01%
475
2761
$13.7K ﹤0.01%
4,957
2762
$13.7K ﹤0.01%
1,315
2763
$13.6K ﹤0.01%
+3,349
2764
$13.6K ﹤0.01%
4,973
2765
$13.6K ﹤0.01%
+870
2766
$13.5K ﹤0.01%
13,112
2767
$13.5K ﹤0.01%
682
2768
$13.5K ﹤0.01%
185
-250
2769
$13.5K ﹤0.01%
4,704
2770
$13.4K ﹤0.01%
502
2771
$13.4K ﹤0.01%
+2,002
2772
$13.4K ﹤0.01%
903
2773
$13.3K ﹤0.01%
+1,737
2774
$13.3K ﹤0.01%
+1,311
2775
$13.3K ﹤0.01%
+1,720