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
1026
$289K 0.01%
836
1027
$289K 0.01%
2,478
-89
1028
$288K 0.01%
10,878
-154
1029
$287K 0.01%
2,229
1030
$287K 0.01%
10,586
1031
$286K 0.01%
5,325
-442
1032
$286K 0.01%
14,617
1033
$285K 0.01%
1,553
-113
1034
$284K 0.01%
16,115
+1,724
1035
$284K 0.01%
12,230
1036
$283K 0.01%
6,027
1037
$283K 0.01%
2,738
-105
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$281K 0.01%
5,033
-76
1039
$280K 0.01%
6,995
1040
$280K 0.01%
5,772
-215
1041
$280K 0.01%
1,717
-84
1042
$279K 0.01%
7,906
+2,010
1043
$279K 0.01%
5,655
1044
$278K 0.01%
4,101
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$278K 0.01%
15,487
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$277K 0.01%
12,541
+1,274
1047
$276K 0.01%
3,085
-160
1048
$276K 0.01%
2,665
1049
$275K 0.01%
5,683
1050
$275K 0.01%
7,945