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
76
$4.11M 0.21%
69,806
77
$4.05M 0.2%
19,304
+9,680
78
$4.05M 0.2%
58,719
+9,221
79
$4.04M 0.2%
67,921
-1,541
80
$4.01M 0.2%
29,936
-469
81
$4.01M 0.2%
72,139
-640
82
$3.97M 0.2%
85,950
83
$3.96M 0.2%
210,484
84
$3.93M 0.2%
35,924
+4,403
85
$3.88M 0.2%
40,375
-4,200
86
$3.85M 0.19%
45,449
-1,348
87
$3.83M 0.19%
46,225
+1,200
88
$3.82M 0.19%
37,788
-540
89
$3.81M 0.19%
99,167
+30,492
90
$3.81M 0.19%
30,452
91
$3.68M 0.19%
77,968
+50,000
92
$3.65M 0.18%
43,442
93
$3.62M 0.18%
39,557
+4
94
$3.61M 0.18%
39,083
-200
95
$3.58M 0.18%
52,986
-229
96
$3.56M 0.18%
133,915
+1,362
97
$3.55M 0.18%
77,818
+18,900
98
$3.54M 0.18%
30,243
+6,400
99
$3.53M 0.18%
89,320
100
$3.53M 0.18%
57,109
+13,020
2 3
4
5 6