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
$2.91B
AUM Growth
-$2.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,313
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$3.33M
3
+$3.18M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.12M
5
RBA icon
RB Global
RBA
+$2.98M

Top Sells

1
+$6.09M
2
+$5.96M
3
+$5.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$4.3M
5
SMCI icon
Super Micro Computer
SMCI
+$4.19M

Sector Composition

1 Technology 21.87%
2 Industrials 10.01%
3 Consumer Discretionary 9.49%
4 Financials 8.93%
5 Healthcare 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.7M 0.47%
24,673
-174
27
$13.5M 0.46%
81,803
-3,082
28
$13.2M 0.45%
114,315
+3,722
29
$13.1M 0.45%
156,586
+2,824
30
$13M 0.45%
65,282
-183
31
$13M 0.44%
31,834
-699
32
$11.3M 0.39%
238,281
-696
33
$11M 0.38%
86,507
+3,768
34
$10.8M 0.37%
565,975
+41,644
35
$10.5M 0.36%
23,526
-39
36
$10.3M 0.35%
235,735
-35,331
37
$10.3M 0.35%
20,132
-246
38
$9.99M 0.34%
38,067
-240
39
$9.96M 0.34%
58,088
-36
40
$9.81M 0.34%
62,693
-209
41
$9.78M 0.34%
17,967
-4,467
42
$9.25M 0.32%
56,081
+764
43
$8.72M 0.3%
25,338
-164
44
$8.53M 0.29%
113,935
+4,393
45
$8.44M 0.29%
19,245
-185
46
$8.18M 0.28%
38,286
-376
47
$7.77M 0.27%
32,921
-292
48
$7.71M 0.26%
16,446
-63
49
$7.3M 0.25%
58,964
-5,097
50
$7.29M 0.25%
11,090
-82
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2
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