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
$2.06B
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,170
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.79M
3
+$1.59M
4
UBSI icon
United Bankshares
UBSI
+$1.44M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.36M

Top Sells

1
+$3.94M
2
+$3.79M
3
+$2.87M
4
EG icon
Everest Group
EG
+$2.84M
5
ANSS
Ansys
ANSS
+$2.83M

Sector Composition

1 Technology 12.97%
2 Financials 12.88%
3 Industrials 10.4%
4 Healthcare 9.78%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$43K ﹤0.01%
1,284
2002
$43K ﹤0.01%
1,698
2003
$42K ﹤0.01%
4,309
+1,280
2004
$42K ﹤0.01%
788
2005
$42K ﹤0.01%
1,689
2006
$42K ﹤0.01%
3,900
2007
$42K ﹤0.01%
848
+133
2008
$42K ﹤0.01%
449
2009
$42K ﹤0.01%
1,336
2010
$42K ﹤0.01%
2,180
2011
$42K ﹤0.01%
+790
2012
$42K ﹤0.01%
2,445
+620
2013
$42K ﹤0.01%
2,180
+468
2014
$42K ﹤0.01%
1,598
2015
$42K ﹤0.01%
3,185
2016
$42K ﹤0.01%
1,011
2017
$42K ﹤0.01%
2,827
2018
$42K ﹤0.01%
2,143
+444
2019
$42K ﹤0.01%
4,282
2020
$42K ﹤0.01%
1,480
2021
$42K ﹤0.01%
2,290
2022
$41K ﹤0.01%
+5,591
2023
$41K ﹤0.01%
1,302
+385
2024
$41K ﹤0.01%
305
2025
$41K ﹤0.01%
715
+162
79 80
81
82 83