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
$2.18B
AUM Growth
-$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,153
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$4.67M
3
+$4.21M
4
HD icon
Home Depot
HD
+$3.25M
5
PRG icon
PROG Holdings
PRG
+$2.18M

Top Sells

1
+$71.7M
2
+$59.2M
3
+$43.8M
4
BND icon
Vanguard Total Bond Market
BND
+$31.6M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$26.9M

Sector Composition

1 Technology 20.61%
2 Consumer Discretionary 12.29%
3 Financials 11.89%
4 Healthcare 10.92%
5 Industrials 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$48K ﹤0.01%
958
2002
$48K ﹤0.01%
2,855
2003
$48K ﹤0.01%
5,004
2004
$48K ﹤0.01%
2,222
2005
$48K ﹤0.01%
1,373
2006
$48K ﹤0.01%
5,218
2007
$47K ﹤0.01%
1,171
2008
$47K ﹤0.01%
1,318
2009
$47K ﹤0.01%
4,738
2010
$47K ﹤0.01%
+56
2011
$47K ﹤0.01%
710
2012
$47K ﹤0.01%
126
2013
$47K ﹤0.01%
1,866
2014
$47K ﹤0.01%
828
+1
2015
$47K ﹤0.01%
2,617
2016
$47K ﹤0.01%
6,845
2017
$47K ﹤0.01%
8,164
2018
$46K ﹤0.01%
+1,280
2019
$46K ﹤0.01%
3,367
2020
$46K ﹤0.01%
1,239
2021
$46K ﹤0.01%
2,560
2022
$46K ﹤0.01%
940
2023
$46K ﹤0.01%
405
2024
$46K ﹤0.01%
4,144
2025
$46K ﹤0.01%
6,928
79 80
81
82 83