AIP
Ameritas Investment Partners Portfolio holdings
AUM
$3.17B
1-Year Return
20.23%
This Quarter Return
+4.97%
1 Year Return
+20.23%
3 Year Return
+87.65%
5 Year Return
+163.29%
10 Year Return
+366.97%
AUM
$1.99B
AUM Growth
+$151M
(+8.2%)
Cap. Flow
+$32M
Cap. Flow
% of AUM
1.61%
Top 10 Holdings %
Top 10 Hldgs %
18.27%
Holding
1,305
New
72
Increased
223
Reduced
226
Closed
47
Top Buys
| 1 |
JPMorgan Chase
JPM
|
+$3.23M |
| 2 |
Bank of America
BAC
|
+$3.16M |
| 3 |
Apple
AAPL
|
+$3.09M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$2.97M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.7M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.09M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$2.28M |
| 3 |
Ashland
ASH
|
+$2.05M |
| 4 |
PPS
Post Properties
PPS
|
+$2.02M |
| 5 |
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% |
