AIP

Ameritas Investment Partners Portfolio holdings

AUM $3.17B
1-Year Est. Return 20.23%
This Quarter Est. Return
1 Year Est. Return
+20.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.32B
AUM Growth
-$464M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,390
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$3.02M
3
+$2.52M
4
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
+$1.84M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.73M

Top Sells

1
+$4.39M
2
+$2.95M
3
+$1.69M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.55M
5
PBCT
People's United Financial Inc
PBCT
+$1.49M

Sector Composition

1 Technology 17.31%
2 Financials 9.97%
3 Healthcare 9.53%
4 Consumer Discretionary 9.41%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3101
– –
-995
3102
– –
-1,176
3103
– –
-4,009
3104
– –
-9,969
3105
– –
-3,210
3106
– –
-17,941
3107
– –
-1,452
3108
– –
-3,305
3109
– –
-74,791
3110
– –
-2,457
3111
– –
-286
3112
– –
-2,558
3113
– –
-3,948
3114
– –
-576
3115
– –
-3,508
3116
– –
-17,849
3117
– –
-408
3118
– –
-265
3119
– –
-812
3120
– –
-1,931
3121
– –
-4,994
3122
– –
-2,339
3123
– –
-2,094
3124
– –
-7
3125
– –
-20,462
123 124
125
126 127