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
526
$1.24M 0.04%
17,619
-677
527
$1.23M 0.04%
11,726
-246
528
$1.22M 0.04%
56,703
-3,386
529
$1.22M 0.04%
9,242
-309
530
$1.21M 0.04%
64,144
-1,858
531
$1.21M 0.04%
16,828
-740
532
$1.21M 0.04%
11,085
+165
533
$1.2M 0.04%
17,112
-618
534
$1.2M 0.04%
8,769
+7,520
535
$1.2M 0.04%
25,401
-1,105
536
$1.2M 0.04%
16,141
-241
537
$1.19M 0.04%
9,485
-315
538
$1.19M 0.04%
40,354
-1,048
539
$1.19M 0.04%
15,471
-375
540
$1.19M 0.04%
73,190
-4,804
541
$1.19M 0.04%
11,621
-507
542
$1.19M 0.04%
5,299
-81
543
$1.18M 0.04%
12,624
-737
544
$1.18M 0.04%
27,407
-1,183
545
$1.18M 0.04%
4,295
-318
546
$1.18M 0.04%
5,927
-261
547
$1.17M 0.04%
17,117
+110
548
$1.17M 0.04%
40,639
+1,441
549
$1.17M 0.04%
5,545
-136
550
$1.17M 0.04%
10,270