AIP
Ameritas Investment Partners Portfolio holdings
AUM
$3.17B
This Quarter Return
+9.79%
1 Year Return
+20.23%
3 Year Return
+87.65%
5 Year Return
+163.29%
10 Year Return
+366.97%
AUM
$2.97B
AUM Growth
+$2.97B
(+8.2%)
Cap. Flow
+$10.9M
Cap. Flow
% of AUM
0.37%
Top 10 Holdings %
Top 10 Hldgs %
20.53%
Holding
3,159
New
76
Increased
473
Reduced
430
Closed
52
Top Buys
| 1 |
Intuitive Surgical
ISRG
|
$5.76M |
| 2 |
Meta Platforms (Facebook)
META
|
$3.95M |
| 3 |
SPDR S&P Dividend ETF
SDY
|
$3.16M |
| 4 |
Alcoa
AA
|
$2.98M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$2.62M |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$6.55M |
| 2 |
Apple
AAPL
|
$5.15M |
| 3 |
SBNY
Signature Bank
SBNY
|
$4.94M |
| 4 |
Factset
FDS
|
$4.63M |
| 5 |
XEC
CIMAREX ENERGY CO
XEC
|
$4.56M |
Sector Composition
| 1 | Technology | 18.83% |
| 2 | Consumer Discretionary | 10.75% |
| 3 | Financials | 9.71% |
| 4 | Industrials | 9.31% |
| 5 | Healthcare | 9.06% |