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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
$2.1B
AUM Growth
+$336M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,260
New
Increased
Reduced
Closed

Top Buys

1
+$8.49M
2
+$1.94M
3
+$1.81M
4
OTIS icon
Otis Worldwide
OTIS
+$1.37M
5
STOR
STORE Capital Corporation
STOR
+$1.29M

Top Sells

1
+$5.92M
2
+$4.02M
3
+$3.78M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.5M
5
TYL icon
Tyler Technologies
TYL
+$3.47M

Sector Composition

1 Technology 17.4%
2 Financials 10.2%
3 Healthcare 9.74%
4 Consumer Discretionary 9.5%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3101
– –
-8,830
3102
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-1,888
3103
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-1,193
3104
– –
-1,248
3105
– –
-1,066
3106
– –
-1,820
3107
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-640
3108
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3109
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-793
3110
– –
-3
3111
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-4,129
3112
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-38,168
3113
– –
-9,809
3114
– –
-5
3115
– –
-692
3116
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-922
3117
– –
-2,238
3118
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-250
3119
– –
-6
3120
– –
-816
3121
– –
-1,388
3122
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-603
3123
– –
-983
3124
– –
-1,675
3125
– –
-2,209
123 124
125
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