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
$2.32B
AUM Growth
-$464M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,390
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$3.02M
3
+$2.52M
4
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
+$1.84M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.73M

Top Sells

1
+$4.39M
2
+$2.95M
3
+$1.69M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.55M
5
PBCT
People's United Financial Inc
PBCT
+$1.49M

Sector Composition

1 Technology 17.3%
2 Financials 9.97%
3 Healthcare 9.54%
4 Consumer Discretionary 9.41%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$48K ﹤0.01%
3,675
2002
$48K ﹤0.01%
1,565
2003
$48K ﹤0.01%
627
2004
$48K ﹤0.01%
+10,255
2005
$48K ﹤0.01%
1,433
2006
$47K ﹤0.01%
4,464
2007
$47K ﹤0.01%
2,863
2008
$47K ﹤0.01%
1,998
2009
$47K ﹤0.01%
3,686
2010
$47K ﹤0.01%
476
2011
$47K ﹤0.01%
1,188
2012
$47K ﹤0.01%
4,861
+835
2013
$47K ﹤0.01%
530
2014
$47K ﹤0.01%
985
+1
2015
$47K ﹤0.01%
3,435
+1,312
2016
$47K ﹤0.01%
12,416
2017
$47K ﹤0.01%
3,620
2018
$47K ﹤0.01%
+1,302
2019
$47K ﹤0.01%
1,990
2020
$47K ﹤0.01%
5,301
2021
$47K ﹤0.01%
6,397
2022
$46K ﹤0.01%
4,559
2023
$46K ﹤0.01%
978
2024
$46K ﹤0.01%
+10,079
2025
$46K ﹤0.01%
703
79 80
81
82 83