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
$2.66B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,322
New
Increased
Reduced
Closed

Top Buys

1 +$7.21M
2 +$2.68M
3 +$2.61M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.56M
5
OVV icon
Ovintiv
OVV
+$2.32M

Top Sells

1 +$6.09M
2 +$4.35M
3 +$3.99M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.65M
5
AAPL icon
Apple
AAPL
+$3.23M

Sector Composition

1 Technology 19.86%
2 Industrials 10.33%
3 Consumer Discretionary 10.03%
4 Healthcare 8.76%
5 Financials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$1.44M 0.05%
12,070
+167
427
$1.43M 0.05%
62,865
-213
428
$1.43M 0.05%
16,741
-84
429
$1.42M 0.05%
18,485
+258
430
$1.42M 0.05%
16,184
-342
431
$1.41M 0.05%
56,552
-1,138
432
$1.41M 0.05%
16,311
-501
433
$1.41M 0.05%
17,541
-67
434
$1.41M 0.05%
30,900
-218
435
$1.41M 0.05%
47,556
-416
436
$1.4M 0.05%
26,496
-600
437
$1.4M 0.05%
35,555
438
$1.4M 0.05%
2,786
-15
439
$1.39M 0.05%
4,879
+46
440
$1.39M 0.05%
86,901
-1,144
441
$1.38M 0.05%
14,633
+9,373
442
$1.38M 0.05%
149,411
-4,636
443
$1.38M 0.05%
13,365
-260
444
$1.38M 0.05%
11,774
-339
445
$1.38M 0.05%
20,250
-6,790
446
$1.38M 0.05%
21,700
-148
447
$1.38M 0.05%
1,905
+27
448
$1.38M 0.05%
144,274
+903
449
$1.38M 0.05%
98,797
-2,346
450
$1.37M 0.05%
37,248
-516