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
$1.99B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,305
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$3.16M
3
+$3.09M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.97M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.7M

Top Sells

1
+$3.09M
2
+$2.28M
3
+$2.05M
4
PPS
Post Properties
PPS
+$2.02M
5
CVX icon
Chevron
CVX
+$1.94M

Sector Composition

1 Financials 12.3%
2 Technology 12.2%
3 Industrials 9.41%
4 Healthcare 8.51%
5 Consumer Discretionary 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.04M 0.15%
38,273
-197
127
$3.04M 0.15%
65,908
128
$3.03M 0.15%
2,064
-10
129
$2.99M 0.15%
38,423
+9,698
130
$2.98M 0.15%
99,060
131
$2.97M 0.15%
67,005
-629
132
$2.95M 0.15%
18,038
-213
133
$2.94M 0.15%
89,793
+36,153
134
$2.92M 0.15%
81,375
+6,059
135
$2.92M 0.15%
102,228
136
$2.9M 0.15%
28,277
-899
137
$2.9M 0.15%
68,670
+33,476
138
$2.89M 0.15%
27,510
+3,285
139
$2.89M 0.15%
10,046
140
$2.87M 0.14%
32,314
-438
141
$2.84M 0.14%
23,338
-609
142
$2.83M 0.14%
4,653
143
$2.79M 0.14%
98,752
+68,423
144
$2.76M 0.14%
22,166
+2,925
145
$2.73M 0.14%
26,259
+4,711
146
$2.71M 0.14%
22,197
+4,145
147
$2.69M 0.14%
15,701
-105
148
$2.68M 0.13%
15,092
+1,915
149
$2.67M 0.13%
37,545
-263
150
$2.67M 0.13%
12,321
-302
4 5
6
7 8