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
1801
$72.2K ﹤0.01%
700
1802
$72.2K ﹤0.01%
2,289
+1,052
1803
$72.2K ﹤0.01%
3,513
1804
$72K ﹤0.01%
2,431
1805
$71.8K ﹤0.01%
3,987
1806
$71.7K ﹤0.01%
3,345
-15
1807
$71.6K ﹤0.01%
10,645
+3,768
1808
$71.6K ﹤0.01%
3,453
1809
$71.5K ﹤0.01%
1,870
1810
$71.4K ﹤0.01%
1,498
1811
$71.1K ﹤0.01%
214
1812
$71.1K ﹤0.01%
6,804
1813
$71K ﹤0.01%
4,950
-44
1814
$71K ﹤0.01%
2,669
1815
$70.7K ﹤0.01%
2,412
+746
1816
$70.6K ﹤0.01%
1,090
1817
$70.6K ﹤0.01%
4,189
+669
1818
$70.5K ﹤0.01%
2,627
1819
$70.3K ﹤0.01%
5,093
1820
$70.2K ﹤0.01%
32,353
1821
$70.1K ﹤0.01%
2,129
1822
$70K ﹤0.01%
3,115
+625
1823
$70K ﹤0.01%
+4,242
1824
$69.9K ﹤0.01%
5,760
1825
$69.8K ﹤0.01%
6,928