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
$1.76B
AUM Growth
-$498M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,077
New
Increased
Reduced
Closed

Top Buys

1
+$8.75M
2
+$3.35M
3
+$2.62M
4
IBM icon
IBM
IBM
+$2.46M
5
GNRC icon
Generac Holdings
GNRC
+$1.65M

Top Sells

1
+$10.1M
2
+$5.12M
3
+$4.1M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.42M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.86M

Sector Composition

1 Technology 16.39%
2 Healthcare 10.19%
3 Financials 10.07%
4 Industrials 8.47%
5 Consumer Discretionary 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$27K ﹤0.01%
1,422
2002
$27K ﹤0.01%
2,716
2003
$27K ﹤0.01%
975
2004
$27K ﹤0.01%
2,372
+670
2005
$27K ﹤0.01%
7,195
2006
$26K ﹤0.01%
1,707
2007
$26K ﹤0.01%
1,044
2008
$26K ﹤0.01%
6,135
-615
2009
$26K ﹤0.01%
703
2010
$26K ﹤0.01%
+1,050
2011
$26K ﹤0.01%
167
+37
2012
$26K ﹤0.01%
643
+459
2013
$26K ﹤0.01%
917
2014
$26K ﹤0.01%
1,345
2015
$26K ﹤0.01%
2,400
2016
$26K ﹤0.01%
1,515
+455
2017
$26K ﹤0.01%
221
2018
$26K ﹤0.01%
5,553
2019
$26K ﹤0.01%
470
2020
$26K ﹤0.01%
2,099
2021
$26K ﹤0.01%
3,523
+861
2022
$26K ﹤0.01%
4,170
2023
$26K ﹤0.01%
1,922
2024
$26K ﹤0.01%
1,786
2025
$26K ﹤0.01%
1,857
+353
79 80
81
82 83