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
$2.32B
AUM Growth
-$464M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,390
New
Increased
Reduced
Closed

Top Buys

1 +$3.44M
2 +$3.02M
3 +$2.52M
4
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
+$1.84M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.73M

Top Sells

1 +$4.39M
2 +$2.95M
3 +$1.69M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.55M
5
PBCT
People's United Financial Inc
PBCT
+$1.49M

Sector Composition

1 Technology 17.3%
2 Financials 9.97%
3 Healthcare 9.54%
4 Consumer Discretionary 9.41%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$52K ﹤0.01%
271
1952
$52K ﹤0.01%
4,298
1953
$52K ﹤0.01%
1,675
1954
$52K ﹤0.01%
2,358
1955
$52K ﹤0.01%
3,023
-655
1956
$52K ﹤0.01%
1,276
1957
$52K ﹤0.01%
758
1958
$52K ﹤0.01%
2,943
1959
$52K ﹤0.01%
3,020
1960
$52K ﹤0.01%
1,007
+354
1961
$51K ﹤0.01%
6,877
1962
$51K ﹤0.01%
2,539
1963
$51K ﹤0.01%
716
1964
$51K ﹤0.01%
2,634
1965
$51K ﹤0.01%
+907
1966
$51K ﹤0.01%
1,946
1967
$50K ﹤0.01%
7,737
1968
$50K ﹤0.01%
1,153
1969
$50K ﹤0.01%
2,337
1970
$50K ﹤0.01%
1,600
1971
$50K ﹤0.01%
1,774
1972
$50K ﹤0.01%
4,704
1973
$50K ﹤0.01%
+11,662
1974
$50K ﹤0.01%
2,714
1975
$50K ﹤0.01%
228