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
1201
$218K 0.01%
11,404
1202
$218K 0.01%
38,709
+2,913
1203
$217K 0.01%
4,732
1204
$217K 0.01%
4,422
1205
$216K 0.01%
1,794
1206
$216K 0.01%
18,476
-2,091
1207
$215K 0.01%
5,712
-272
1208
$215K 0.01%
16,157
1209
$215K 0.01%
20,512
-1,070
1210
$214K 0.01%
8,747
1211
$214K 0.01%
7,307
-399
1212
$214K 0.01%
5,586
1213
$213K 0.01%
15,575
-1,185
1214
$213K 0.01%
11,396
1215
$213K 0.01%
7,678
-881
1216
$213K 0.01%
15,228
-827
1217
$213K 0.01%
9,279
+511
1218
$212K 0.01%
2,055
-107
1219
$212K 0.01%
8,506
1220
$211K 0.01%
3,081
1221
$211K 0.01%
11,424
1222
$211K 0.01%
4,159
-419
1223
$210K 0.01%
19,580
-1,171
1224
$210K 0.01%
11,800
1225
$210K 0.01%
6,318
-451