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
526
$1.13M 0.04%
71,576
-3,127
527
$1.13M 0.04%
13,619
528
$1.13M 0.04%
9,192
-564
529
$1.13M 0.04%
31,393
-611
530
$1.13M 0.04%
91,575
-3,029
531
$1.12M 0.04%
11,802
-370
532
$1.12M 0.04%
15,470
533
$1.12M 0.04%
14,948
-150
534
$1.12M 0.04%
19,330
+282
535
$1.12M 0.04%
13,799
-269
536
$1.12M 0.04%
7,591
-161
537
$1.12M 0.04%
18,664
+388
538
$1.11M 0.04%
17,032
-264
539
$1.1M 0.04%
36,489
-896
540
$1.1M 0.04%
17,395
-63
541
$1.1M 0.04%
14,971
-21
542
$1.1M 0.04%
11,294
-172
543
$1.1M 0.04%
28,668
-135
544
$1.1M 0.04%
15,698
-20
545
$1.1M 0.04%
93,515
-1,572
546
$1.09M 0.04%
140,947
-1,734
547
$1.09M 0.04%
68,007
-1,014
548
$1.09M 0.04%
25,886
-514
549
$1.09M 0.04%
43,084
-807
550
$1.09M 0.04%
8,810
-287
20 21
22
23 24