AIP

Ameritas Investment Partners Portfolio holdings

AUM $3.28B
1-Year Est. Return 23.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.1B
AUM Growth
+$336M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,260
New
Increased
Reduced
Closed

Top Buys

1
+$8.49M
2
+$1.94M
3
+$1.81M
4
OTIS icon
Otis Worldwide
OTIS
+$1.37M
5
STOR
STORE Capital Corporation
STOR
+$1.29M

Top Sells

1
+$5.92M
2
+$4.02M
3
+$3.78M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.5M
5
TYL icon
Tyler Technologies
TYL
+$3.47M

Sector Composition

1 Technology 17.4%
2 Financials 10.2%
3 Healthcare 9.74%
4 Consumer Discretionary 9.5%
5 Industrials 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$37K ﹤0.01%
1,666
2002
$37K ﹤0.01%
2,320
2003
$37K ﹤0.01%
9,886
2004
$37K ﹤0.01%
2,007
+779
2005
$37K ﹤0.01%
747
2006
$37K ﹤0.01%
+1,693
2007
$37K ﹤0.01%
3,203
2008
$37K ﹤0.01%
3,693
2009
$36K ﹤0.01%
+3,729
2010
$36K ﹤0.01%
1,090
2011
$36K ﹤0.01%
1,576
+52
2012
$36K ﹤0.01%
9,105
+3,321
2013
$36K ﹤0.01%
15,269
2014
$36K ﹤0.01%
408
2015
$36K ﹤0.01%
4,214
+1,400
2016
$36K ﹤0.01%
1,325
2017
$36K ﹤0.01%
2,006
-1
2018
$36K ﹤0.01%
1,204
2019
$36K ﹤0.01%
2,170
2020
$36K ﹤0.01%
2,242
+851
2021
$36K ﹤0.01%
2,315
2022
$36K ﹤0.01%
2,690
2023
$35K ﹤0.01%
229
2024
$35K ﹤0.01%
1,671
2025
$35K ﹤0.01%
1,264
79 80
81
82 83