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
1101
$207K 0.01%
932
1102
$206K 0.01%
4,165
1103
$206K 0.01%
1,093
1104
$206K 0.01%
19,980
1105
$206K 0.01%
6,726
+731
1106
$206K 0.01%
3,504
1107
$206K 0.01%
4,354
+680
1108
$205K 0.01%
+7,928
1109
$205K 0.01%
4,366
+198
1110
$205K 0.01%
1,517
+75
1111
$205K 0.01%
9,321
-128
1112
$205K 0.01%
3,959
+251
1113
$205K 0.01%
4,052
+209
1114
$204K 0.01%
3,836
1115
$204K 0.01%
12,927
+3,178
1116
$203K 0.01%
1,951
1117
$203K 0.01%
3,577
1118
$202K 0.01%
17,846
1119
$202K 0.01%
6,182
1120
$201K 0.01%
16,822
1121
$201K 0.01%
11,279
1122
$201K 0.01%
754
1123
$200K 0.01%
12,351
1124
$200K 0.01%
4,273
1125
$200K 0.01%
5,077
+471