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
1751
$78K ﹤0.01%
22,273
1752
$77.9K ﹤0.01%
7,137
+869
1753
$77.5K ﹤0.01%
2,872
+330
1754
$77.5K ﹤0.01%
2,071
1755
$77.3K ﹤0.01%
1,097
1756
$77.2K ﹤0.01%
5,549
1757
$77.2K ﹤0.01%
12,115
1758
$77.1K ﹤0.01%
19,333
1759
$77.1K ﹤0.01%
2,560
+200
1760
$76.8K ﹤0.01%
9,119
1761
$76.6K ﹤0.01%
1,249
+145
1762
$76.6K ﹤0.01%
4,014
+1,397
1763
$76.4K ﹤0.01%
1,433
1764
$76.2K ﹤0.01%
3,920
1765
$76K ﹤0.01%
7,087
+1,675
1766
$76K ﹤0.01%
2,175
1767
$76K ﹤0.01%
627
1768
$76K ﹤0.01%
3,612
+7
1769
$75.6K ﹤0.01%
2,829
1770
$75.5K ﹤0.01%
9,036
1771
$75.4K ﹤0.01%
2,927
1772
$75.2K ﹤0.01%
970
1773
$75.2K ﹤0.01%
3,916
1774
$75.1K ﹤0.01%
2,461
+322
1775
$75.1K ﹤0.01%
11,111
+1,677