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
$2.66B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,322
New
Increased
Reduced
Closed

Top Buys

1 +$7.21M
2 +$2.68M
3 +$2.61M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.56M
5
OVV icon
Ovintiv
OVV
+$2.32M

Top Sells

1 +$6.09M
2 +$4.35M
3 +$3.99M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.65M
5
AAPL icon
Apple
AAPL
+$3.23M

Sector Composition

1 Technology 19.86%
2 Industrials 10.33%
3 Consumer Discretionary 10.03%
4 Healthcare 8.76%
5 Financials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1076
$214K 0.01%
1,860
1077
$214K 0.01%
8,550
+1,579
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$214K 0.01%
12,103
+763
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$214K 0.01%
3,377
1080
$214K 0.01%
2,062
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$214K 0.01%
2,750
1082
$213K 0.01%
+5,955
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$213K 0.01%
8,513
-265
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$213K 0.01%
6,208
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$213K 0.01%
2,203
-115
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$213K 0.01%
1,874
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$212K 0.01%
2,072
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$212K 0.01%
6,193
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$212K 0.01%
1,274
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$211K 0.01%
6,625
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$210K 0.01%
5,239
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$209K 0.01%
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3,596
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708
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$208K 0.01%
5,147
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$208K 0.01%
2,747
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$208K 0.01%
2,458
+135
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$208K 0.01%
691
-54
1100
$208K 0.01%
2,629
+173