AIP

Ameritas Investment Partners Portfolio holdings

AUM $3.17B
1-Year Est. Return 20.23%
This Quarter Est. Return
1 Year Est. Return
+20.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.5B
AUM Growth
+$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,092
New
Increased
Reduced
Closed

Top Buys

1 +$5.5M
2 +$5.19M
3 +$4.37M
4
AMZN icon
Amazon
AMZN
+$3.82M
5
AMD icon
Advanced Micro Devices
AMD
+$2.89M

Top Sells

1 +$5.06M
2 +$4.55M
3 +$4.28M
4
TRGP icon
Targa Resources
TRGP
+$4.09M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.3M

Sector Composition

1 Technology 16.76%
2 Financials 9.92%
3 Industrials 9.73%
4 Consumer Discretionary 9.61%
5 Healthcare 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$52.8K ﹤0.01%
1,600
2002
$52.8K ﹤0.01%
927
2003
$52.8K ﹤0.01%
2,350
2004
$52.6K ﹤0.01%
2,300
2005
$52.4K ﹤0.01%
6,745
2006
$52.4K ﹤0.01%
8,384
2007
$52.3K ﹤0.01%
1,157
2008
$52.3K ﹤0.01%
3,204
2009
$52.2K ﹤0.01%
1,997
2010
$52K ﹤0.01%
1,368
2011
$52K ﹤0.01%
2,245
2012
$52K ﹤0.01%
660
-47
2013
$52K ﹤0.01%
3,841
2014
$52K ﹤0.01%
5,114
2015
$51.9K ﹤0.01%
193
2016
$51.8K ﹤0.01%
2,885
2017
$51.8K ﹤0.01%
1,135
+850
2018
$51.8K ﹤0.01%
2,097
2019
$51.7K ﹤0.01%
7,018
2020
$51.1K ﹤0.01%
3,072
2021
$51K ﹤0.01%
5,491
2022
$50.9K ﹤0.01%
4,866
2023
$50.7K ﹤0.01%
1,252
2024
$50.7K ﹤0.01%
10,682
2025
$50.7K ﹤0.01%
16,419