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
$2.32B
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 17.3%
2 Financials 9.97%
3 Healthcare 9.54%
4 Consumer Discretionary 9.41%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3176
-500
3177
-5,553
3178
-3,037
3179
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3180
-1,814
3181
-108
3182
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3183
-3,492
3184
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3185
-16,359
3186
-2,106
3187
-1,143
3188
-849
3189
-573
3190
-537
3191
-786
3192
-2,241
3193
-178
3194
-167
3195
-1,593
3196
-641
3197
-227
3198
-8,126
3199
-541
3200
-49