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
$2.15B
AUM Growth
+$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,030
New
Increased
Reduced
Closed

Top Buys

1
+$68.1M
2
+$34.6M
3
+$4.19M
4
RTX icon
RTX Corp
RTX
+$1.68M
5
BRX icon
Brixmor Property Group
BRX
+$1.6M

Top Sells

1
+$14.9M
2
+$7.2M
3
+$4.39M
4
TFX icon
Teleflex
TFX
+$3.85M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.52M

Sector Composition

1 Technology 13.61%
2 Financials 11.07%
3 Industrials 9.63%
4 Healthcare 9.04%
5 Consumer Discretionary 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$40K ﹤0.01%
914
2002
$40K ﹤0.01%
1,302
2003
$40K ﹤0.01%
917
2004
$40K ﹤0.01%
798
2005
$40K ﹤0.01%
408
2006
$40K ﹤0.01%
2,400
2007
$40K ﹤0.01%
1,075
2008
$40K ﹤0.01%
2,797
2009
$40K ﹤0.01%
1,979
2010
$40K ﹤0.01%
5,021
2011
$40K ﹤0.01%
4,319
2012
$39K ﹤0.01%
2,562
2013
$39K ﹤0.01%
4,377
2014
$39K ﹤0.01%
2,663
2015
$39K ﹤0.01%
2,047
2016
$39K ﹤0.01%
2,350
2017
$39K ﹤0.01%
3,249
2018
$39K ﹤0.01%
4,898
2019
$39K ﹤0.01%
635
2020
$39K ﹤0.01%
3,231
2021
$39K ﹤0.01%
79
+31
2022
$39K ﹤0.01%
135
2023
$39K ﹤0.01%
7,208
2024
$39K ﹤0.01%
3,012
2025
$39K ﹤0.01%
1,846
79 80
81
82 83