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
$2.08B
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,019
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.68M
3
+$2.16M
4
WBS icon
Webster Financial
WBS
+$1.94M
5
ETN icon
Eaton
ETN
+$1.86M

Top Sells

1
+$14.1M
2
+$6.15M
3
+$3.71M
4
SIVB
SVB Financial Group
SIVB
+$3.53M
5
AAPL icon
Apple
AAPL
+$3.51M

Sector Composition

1 Technology 13.98%
2 Financials 13.12%
3 Industrials 10.28%
4 Healthcare 8.96%
5 Consumer Discretionary 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$41K ﹤0.01%
1,239
2002
$41K ﹤0.01%
1,615
2003
$41K ﹤0.01%
355
2004
$41K ﹤0.01%
3,655
2005
$41K ﹤0.01%
2,180
2006
$41K ﹤0.01%
70
2007
$41K ﹤0.01%
3,852
2008
$41K ﹤0.01%
1,698
2009
$41K ﹤0.01%
3,910
2010
$41K ﹤0.01%
514
2011
$41K ﹤0.01%
6
2012
$41K ﹤0.01%
796
+85
2013
$41K ﹤0.01%
+3,900
2014
$40K ﹤0.01%
8,297
+1,600
2015
$40K ﹤0.01%
1,298
2016
$40K ﹤0.01%
4,100
+754
2017
$40K ﹤0.01%
1,373
2018
$40K ﹤0.01%
2,047
2019
$40K ﹤0.01%
198
2020
$40K ﹤0.01%
1,882
2021
$40K ﹤0.01%
901
2022
$40K ﹤0.01%
618
-71
2023
$40K ﹤0.01%
2,330
2024
$40K ﹤0.01%
1,608
+576
2025
$40K ﹤0.01%
1,008
79 80
81
82 83