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
1851
$67.1K ﹤0.01%
8,147
+1,327
1852
$66.9K ﹤0.01%
2,521
+575
1853
$66.9K ﹤0.01%
2,150
1854
$66.9K ﹤0.01%
14,610
+2,194
1855
$66.9K ﹤0.01%
5,494
1856
$66.4K ﹤0.01%
3,908
1857
$66.1K ﹤0.01%
9,238
1858
$66.1K ﹤0.01%
536
1859
$65.9K ﹤0.01%
703
1860
$65.9K ﹤0.01%
7,101
1861
$65.6K ﹤0.01%
2,909
+489
1862
$65.6K ﹤0.01%
4,695
1863
$65.6K ﹤0.01%
2,492
1864
$65.6K ﹤0.01%
4,254
1865
$65.4K ﹤0.01%
2,732
1866
$65.3K ﹤0.01%
962
1867
$65.3K ﹤0.01%
3,572
+442
1868
$65.3K ﹤0.01%
20,721
+4,302
1869
$65.2K ﹤0.01%
7,925
1870
$65K ﹤0.01%
230
+1
1871
$64.9K ﹤0.01%
14,640
1872
$64.8K ﹤0.01%
1,551
1873
$64.8K ﹤0.01%
2,507
+524
1874
$64.6K ﹤0.01%
6,139
1875
$64.5K ﹤0.01%
8,940
+2,816