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
801
$312K 0.02%
5,050
802
$311K 0.02%
3,449
803
$311K 0.02%
21,492
804
$311K 0.02%
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$311K 0.02%
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$310K 0.02%
5,370
807
$308K 0.02%
8,776
808
$308K 0.02%
4,532
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809
$308K 0.02%
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810
$307K 0.02%
7,907
811
$305K 0.02%
18,270
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812
$304K 0.02%
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813
$301K 0.02%
5,015
814
$301K 0.02%
8,510
815
$300K 0.02%
6,168
816
$300K 0.02%
25,061
817
$300K 0.02%
9,240
-10,437
818
$299K 0.02%
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$299K 0.02%
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820
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3,311
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821
$296K 0.02%
15,690
822
$296K 0.02%
+7,445
823
$296K 0.02%
2,554
824
$295K 0.02%
9,489
+489
825
$295K 0.02%
3,768
31 32
33
34 35