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
501
$1.29M 0.04%
13,135
-386
502
$1.29M 0.04%
13,173
-550
503
$1.29M 0.04%
9,320
-39
504
$1.29M 0.04%
48,943
-1,787
505
$1.29M 0.04%
6,199
-168
506
$1.28M 0.04%
13,143
507
$1.28M 0.04%
25,403
-862
508
$1.28M 0.04%
10,905
-576
509
$1.28M 0.04%
13,037
-587
510
$1.28M 0.04%
49,740
+7,085
511
$1.28M 0.04%
11,739
-432
512
$1.28M 0.04%
25,079
-416
513
$1.28M 0.04%
20,123
-512
514
$1.27M 0.04%
12,041
-1,110
515
$1.27M 0.04%
17,139
-1,179
516
$1.27M 0.04%
16,458
+12
517
$1.27M 0.04%
14,513
+7,666
518
$1.27M 0.04%
16,168
-450
519
$1.26M 0.04%
+21,750
520
$1.25M 0.04%
32,841
-1,256
521
$1.25M 0.04%
31,148
-1,142
522
$1.25M 0.04%
14,184
-840
523
$1.25M 0.04%
14,183
-50
524
$1.25M 0.04%
17,783
-417
525
$1.25M 0.04%
47,580
-1,257