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
$2.91B
AUM Growth
-$2.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,313
New
Increased
Reduced
Closed

Top Buys

1 +$6.6M
2 +$3.33M
3 +$3.18M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.12M
5
RBA icon
RB Global
RBA
+$2.98M

Top Sells

1 +$6.09M
2 +$5.96M
3 +$5.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$4.3M
5
SMCI icon
Super Micro Computer
SMCI
+$4.19M

Sector Composition

1 Technology 21.87%
2 Industrials 10.01%
3 Consumer Discretionary 9.49%
4 Financials 8.93%
5 Healthcare 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$303K 0.01%
11,593
-445
1002
$302K 0.01%
1,077
-87
1003
$302K 0.01%
1,533
+1
1004
$302K 0.01%
3,178
1005
$301K 0.01%
19,049
+3,679
1006
$301K 0.01%
1,906
-32
1007
$300K 0.01%
7,102
-272
1008
$300K 0.01%
17,198
1009
$298K 0.01%
4,233
-160
1010
$298K 0.01%
18,760
-715
1011
$298K 0.01%
1,355
1012
$297K 0.01%
9,052
+1,271
1013
$297K 0.01%
17,505
+1,327
1014
$297K 0.01%
3,690
1015
$297K 0.01%
3,329
1016
$297K 0.01%
35,730
-1,360
1017
$296K 0.01%
1,546
-89
1018
$296K 0.01%
13,595
+4,655
1019
$296K 0.01%
3,437
-70,773
1020
$294K 0.01%
11,551
-425
1021
$293K 0.01%
2,867
-298
1022
$292K 0.01%
29,416
1023
$291K 0.01%
14,541
1024
$290K 0.01%
1,661
+289
1025
$289K 0.01%
9,603