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AIP

Ameritas Investment Partners Portfolio holdings

AUM $3.25B
1-Year Est. Return 28.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.19B
AUM Growth
+$87.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,051
New
Increased
Reduced
Closed

Top Buys

1 +$16.4M
2 +$2.01M
3 +$1.88M
4
STL
Sterling Bancorp
STL
+$1.84M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.71M

Top Sells

1 +$4.67M
2 +$4.4M
3 +$3.54M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.35M
5
AVGO icon
Broadcom
AVGO
+$3.22M

Sector Composition

1 Technology 13.17%
2 Financials 12.66%
3 Industrials 10.59%
4 Healthcare 8.88%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3001
-24,320
3002
-342
3003
-1,000
3004
-46,822
3005
-3,495
3006
-5,520
3007
-821
3008
-269
3009
-703
3010
-285
3011
-12,564
3012
-661
3013
-3,538
3014
-1,756
3015
-122,706
3016
-183
3017
-1,297
3018
-4,207
3019
-900
3020
-247
3021
-532
3022
-14,551
3023
-5,559
3024
-14,399
3025
-1,507