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AIP

Ameritas Investment Partners Portfolio holdings

AUM $3.25B
1-Year Est. Return 28.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.19B
AUM Growth
+$87.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,051
New
Increased
Reduced
Closed

Top Buys

1 +$16.4M
2 +$2.01M
3 +$1.88M
4
STL
Sterling Bancorp
STL
+$1.84M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.71M

Top Sells

1 +$4.67M
2 +$4.4M
3 +$3.54M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.35M
5
AVGO icon
Broadcom
AVGO
+$3.22M

Sector Composition

1 Technology 13.17%
2 Financials 12.66%
3 Industrials 10.59%
4 Healthcare 8.88%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$42K ﹤0.01%
1,909
2002
$42K ﹤0.01%
4,282
2003
$42K ﹤0.01%
6
2004
$42K ﹤0.01%
88
2005
$42K ﹤0.01%
5,591
2006
$42K ﹤0.01%
420
2007
$42K ﹤0.01%
1,598
2008
$42K ﹤0.01%
2,498
2009
$42K ﹤0.01%
1,481
2010
$42K ﹤0.01%
1,480
2011
$41K ﹤0.01%
+2,500
2012
$41K ﹤0.01%
1,818
2013
$41K ﹤0.01%
2,152
2014
$41K ﹤0.01%
2,145
2015
$41K ﹤0.01%
1,507
2016
$41K ﹤0.01%
1,264
+400
2017
$41K ﹤0.01%
1,465
+483
2018
$41K ﹤0.01%
1,302
2019
$41K ﹤0.01%
917
2020
$41K ﹤0.01%
1,463
2021
$41K ﹤0.01%
2,591
2022
$41K ﹤0.01%
2,633
-500
2023
$41K ﹤0.01%
514
2024
$40K ﹤0.01%
767
2025
$40K ﹤0.01%
2,180