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
$2.62B
AUM Growth
+$444M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,121
New
Increased
Reduced
Closed

Top Buys

1
+$75M
2
+$65.5M
3
+$41.4M
4
BND icon
Vanguard Total Bond Market
BND
+$36M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$32.6M

Top Sells

1
+$5.4M
2
+$5.37M
3
+$5.09M
4
CZR icon
Caesars Entertainment
CZR
+$4.82M
5
PENN icon
PENN Entertainment
PENN
+$4.1M

Sector Composition

1 Technology 16.87%
2 Financials 10.85%
3 Consumer Discretionary 10.76%
4 Industrials 9.6%
5 Healthcare 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$57K ﹤0.01%
2,437
2002
$56K ﹤0.01%
3,073
2003
$56K ﹤0.01%
1,700
2004
$56K ﹤0.01%
2,686
2005
$56K ﹤0.01%
3,471
2006
$56K ﹤0.01%
1,152
2007
$56K ﹤0.01%
2,727
2008
$56K ﹤0.01%
1,192
2009
$56K ﹤0.01%
1,361
2010
$56K ﹤0.01%
105
+39
2011
$56K ﹤0.01%
3,106
-500
2012
$56K ﹤0.01%
2,690
2013
$56K ﹤0.01%
2,692
-274
2014
$56K ﹤0.01%
2,388
2015
$55K ﹤0.01%
1,465
2016
$55K ﹤0.01%
914
2017
$55K ﹤0.01%
1,248
2018
$55K ﹤0.01%
2,767
2019
$55K ﹤0.01%
1,605
+694
2020
$55K ﹤0.01%
1,571
2021
$55K ﹤0.01%
3,894
2022
$54K ﹤0.01%
1,880
+340
2023
$54K ﹤0.01%
2,973
2024
$54K ﹤0.01%
1,013
-19
2025
$54K ﹤0.01%
10,067
79 80
81
82 83