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
$1.53B
AUM Growth
+$69.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,257
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$2.87M
3
+$2.79M
4
AMTD
TD Ameritrade Holding Corp
AMTD
+$2.72M
5
QCOM icon
Qualcomm
QCOM
+$2.56M

Top Sells

1
+$4.01M
2
+$3.45M
3
+$3.05M
4
TFC icon
Truist Financial
TFC
+$2.6M
5
SWU
STANLEY BLACK & DECKER INC CORP UNIT
SWU
+$2.39M

Sector Composition

1 Technology 12.64%
2 Healthcare 9.73%
3 Financials 9.7%
4 Industrials 7.8%
5 Consumer Discretionary 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$352K 0.02%
5,097
752
$350K 0.02%
9,923
753
$350K 0.02%
4,214
754
$348K 0.02%
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$347K 0.02%
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$346K 0.02%
15,977
757
$346K 0.02%
7,067
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$345K 0.02%
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759
$345K 0.02%
6,856
760
$344K 0.02%
7,000
761
$344K 0.02%
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762
$344K 0.02%
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763
$344K 0.02%
3,317
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764
$344K 0.02%
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765
$343K 0.02%
12,508
766
$343K 0.02%
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767
$342K 0.02%
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768
$342K 0.02%
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769
$341K 0.02%
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$339K 0.02%
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771
$337K 0.02%
18,218
772
$337K 0.02%
4,956
773
$336K 0.02%
27,237
774
$335K 0.02%
3,239
775
$335K 0.02%
4,735
29 30
31
32 33