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
1051
$275K 0.01%
56,683
-6,615
1052
$272K 0.01%
3,642
-138
1053
$272K 0.01%
2,106
1054
$272K 0.01%
1,797
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$272K 0.01%
3,326
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6,281
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1,828
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4,931
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$270K 0.01%
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-1,452
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4,702
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3,236
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1,668
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$268K 0.01%
40,158
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40,588
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$265K 0.01%
14,497
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$264K 0.01%
5,375
-374
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$263K 0.01%
5,279