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
851
$278K 0.02%
2,753
852
$278K 0.02%
4,433
-19,200
853
$277K 0.02%
11,676
854
$277K 0.02%
7,488
+350
855
$277K 0.02%
2,794
856
$277K 0.02%
16,289
+1,635
857
$277K 0.02%
3,321
858
$276K 0.02%
3,150
-1,265
859
$275K 0.02%
12,077
860
$275K 0.02%
5,968
861
$275K 0.02%
2,879
862
$275K 0.02%
14,520
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863
$274K 0.02%
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864
$273K 0.02%
10,047
865
$273K 0.02%
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866
$272K 0.02%
+3,099
867
$271K 0.02%
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868
$270K 0.02%
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869
$270K 0.02%
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870
$270K 0.02%
18,315
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871
$270K 0.02%
9,524
872
$268K 0.02%
4,566
873
$268K 0.02%
13,054
874
$267K 0.02%
3,280
875
$267K 0.02%
5,982
33 34
35
36 37