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
1951
$57.7K ﹤0.01%
3,303
1952
$57.7K ﹤0.01%
+7,646
1953
$57.6K ﹤0.01%
8,710
1954
$57.5K ﹤0.01%
1,311
+255
1955
$57.2K ﹤0.01%
1,401
1956
$57.2K ﹤0.01%
2,269
1957
$57.1K ﹤0.01%
4,892
1958
$57.1K ﹤0.01%
2,208
+1,016
1959
$57.1K ﹤0.01%
15,546
1960
$57K ﹤0.01%
+5,095
1961
$57K ﹤0.01%
7,036
+1,960
1962
$56.9K ﹤0.01%
558
1963
$56.9K ﹤0.01%
587
+129
1964
$56.6K ﹤0.01%
2,253
1965
$56.6K ﹤0.01%
6,039
1966
$56.2K ﹤0.01%
5,885
1967
$56.2K ﹤0.01%
2,091
1968
$56.1K ﹤0.01%
8,362
1969
$56K ﹤0.01%
3,246
1970
$55.9K ﹤0.01%
3,454
1971
$55.9K ﹤0.01%
2,058
1972
$55.9K ﹤0.01%
795
1973
$55.8K ﹤0.01%
9,305
+3,001
1974
$55.8K ﹤0.01%
2,038
1975
$55.8K ﹤0.01%
1,700