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
551
$1.09M 0.04%
34,422
+311
552
$1.09M 0.04%
19,165
-487
553
$1.09M 0.04%
15,173
+226
554
$1.08M 0.04%
5,119
555
$1.07M 0.04%
+12,042
556
$1.07M 0.04%
23,086
-620
557
$1.07M 0.04%
15,055
-118
558
$1.07M 0.04%
14,000
559
$1.07M 0.04%
14,670
-416
560
$1.06M 0.04%
23,090
-589
561
$1.06M 0.04%
7,797
-388
562
$1.06M 0.04%
52,058
-1,499
563
$1.05M 0.04%
17,726
-758
564
$1.05M 0.04%
15,206
-429
565
$1.05M 0.04%
7,324
-87
566
$1.05M 0.04%
15,408
-57
567
$1.04M 0.04%
55,757
-1,003
568
$1.04M 0.04%
1,321
569
$1.03M 0.04%
90,168
-1,602
570
$1.01M 0.04%
4,471
+101
571
$1.01M 0.04%
25,670
+623
572
$1.01M 0.04%
14,181
+189
573
$1.01M 0.04%
+29,644
574
$1.01M 0.04%
8,922
-242
575
$1M 0.04%
80,056
+818