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
$2.78B
AUM Growth
-$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,133
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.4M
3
+$2.89M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.82M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.09M

Top Sells

1
+$4.96M
2
+$4.42M
3
+$4.15M
4
CONE
CyrusOne Inc Common Stock
CONE
+$4.1M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.27M

Sector Composition

1 Technology 18.3%
2 Consumer Discretionary 10.26%
3 Financials 9.82%
4 Industrials 9.22%
5 Healthcare 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$54K ﹤0.01%
926
2002
$54K ﹤0.01%
1,896
2003
$54K ﹤0.01%
1,153
-165
2004
$54K ﹤0.01%
1,316
2005
$54K ﹤0.01%
1,209
2006
$54K ﹤0.01%
1,001
2007
$54K ﹤0.01%
790
2008
$54K ﹤0.01%
256
2009
$54K ﹤0.01%
627
2010
$54K ﹤0.01%
23,089
2011
$53K ﹤0.01%
1,368
2012
$53K ﹤0.01%
1,265
2013
$53K ﹤0.01%
1,998
2014
$53K ﹤0.01%
9,022
2015
$53K ﹤0.01%
4,738
2016
$53K ﹤0.01%
4,704
2017
$53K ﹤0.01%
1,619
2018
$53K ﹤0.01%
1,078
2019
$53K ﹤0.01%
2,887
2020
$53K ﹤0.01%
7,085
2021
$53K ﹤0.01%
611
+90
2022
$53K ﹤0.01%
1,589
2023
$53K ﹤0.01%
2,660
2024
$52K ﹤0.01%
3,355
2025
$52K ﹤0.01%
978
79 80
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