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
926
$238K 0.02%
4,847
927
$238K 0.02%
+4,039
928
$238K 0.02%
+1,237
929
$237K 0.02%
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-394
930
$237K 0.02%
3,893
931
$236K 0.02%
1,901
-12,801
932
$235K 0.02%
7,552
933
$235K 0.02%
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934
$234K 0.02%
+2,160
935
$234K 0.02%
3,302
936
$234K 0.02%
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937
$233K 0.02%
10,562
938
$232K 0.02%
5,142
939
$231K 0.02%
16,295
940
$231K 0.02%
16,813
941
$230K 0.02%
7,060
942
$230K 0.02%
5,633
943
$230K 0.02%
6,761
944
$229K 0.02%
6,098
945
$229K 0.02%
9,768
946
$229K 0.02%
3,725
947
$228K 0.01%
2,747
948
$228K 0.01%
6,246
949
$228K 0.01%
5,149
950
$226K 0.01%
+1,218
36 37
38
39 40