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
$2.97B
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,159
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$3.16M
3
+$2.98M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.62M
5
BRKR icon
Bruker
BRKR
+$2.28M

Top Sells

1
+$6.55M
2
+$5.15M
3
+$4.94M
4
FDS icon
Factset
FDS
+$4.63M
5
XEC
CIMAREX ENERGY CO
XEC
+$4.56M

Sector Composition

1 Technology 18.82%
2 Consumer Discretionary 10.75%
3 Financials 9.71%
4 Industrials 9.21%
5 Healthcare 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$61K ﹤0.01%
180
+41
2002
$60K ﹤0.01%
1,424
2003
$60K ﹤0.01%
2,556
2004
$60K ﹤0.01%
3,800
2005
$60K ﹤0.01%
2,268
2006
$60K ﹤0.01%
414
+2
2007
$59K ﹤0.01%
11,353
2008
$59K ﹤0.01%
1,209
-86
2009
$59K ﹤0.01%
3,960
2010
$59K ﹤0.01%
1,498
2011
$59K ﹤0.01%
451
+10
2012
$59K ﹤0.01%
2,227
+420
2013
$59K ﹤0.01%
4,415
2014
$59K ﹤0.01%
1,252
2015
$59K ﹤0.01%
986
2016
$59K ﹤0.01%
9,366
2017
$59K ﹤0.01%
10,682
2018
$59K ﹤0.01%
2,410
2019
$58K ﹤0.01%
4,464
2020
$58K ﹤0.01%
3,979
2021
$58K ﹤0.01%
1,457
2022
$58K ﹤0.01%
7,181
2023
$58K ﹤0.01%
18,611
2024
$58K ﹤0.01%
3,620
2025
$58K ﹤0.01%
7,085
79 80
81
82 83