AIP

Ameritas Investment Partners Portfolio holdings

AUM $3.17B
1-Year Est. Return 20.23%
This Quarter Est. Return
1 Year Est. Return
+20.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.99B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,305
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$3.16M
3
+$3.09M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.97M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.7M

Top Sells

1
+$3.09M
2
+$2.28M
3
+$2.05M
4
PPS
Post Properties
PPS
+$2.02M
5
CVX icon
Chevron
CVX
+$1.94M

Sector Composition

1 Financials 12.3%
2 Technology 12.2%
3 Industrials 9.41%
4 Healthcare 8.51%
5 Consumer Discretionary 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.65M 0.28%
86,528
+13,976
52
$5.6M 0.28%
14,712
+5,131
53
$5.58M 0.28%
19,661
+2,178
54
$5.44M 0.27%
18,045
-3,600
55
$5.22M 0.26%
44,680
+8,457
56
$5.2M 0.26%
131,875
+18,620
57
$5.13M 0.26%
71,625
-9,405
58
$5.11M 0.26%
32,820
+5,100
59
$4.97M 0.25%
91,633
-666
60
$4.81M 0.24%
156,222
61
$4.79M 0.24%
66,431
+12,937
62
$4.79M 0.24%
127,492
+22,752
63
$4.77M 0.24%
159,700
+18,116
64
$4.72M 0.24%
66,382
+5,920
65
$4.67M 0.23%
130,396
+4,928
66
$4.64M 0.23%
44,320
+817
67
$4.61M 0.23%
45,592
+9,400
68
$4.55M 0.23%
18,991
-456
69
$4.52M 0.23%
61,450
+9,517
70
$4.35M 0.22%
55,174
+7,222
71
$4.25M 0.21%
26,799
-256
72
$4.23M 0.21%
24,519
+15,202
73
$4.21M 0.21%
33,506
74
$4.2M 0.21%
57,800
-1,540
75
$4.15M 0.21%
91,152
-560
1 2
3
4 5