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
$2.53B
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,062
New
Increased
Reduced
Closed

Top Buys

1 +$3.76M
2 +$2.77M
3 +$2.74M
4
PFFD icon
Global X US Preferred ETF
PFFD
+$2.61M
5
WST icon
West Pharmaceutical
WST
+$2.46M

Sector Composition

1 Technology 18.5%
2 Industrials 9.96%
3 Consumer Discretionary 9.79%
4 Financials 9.09%
5 Healthcare 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$47.4K ﹤0.01%
2,595
2002
$47.4K ﹤0.01%
5,861
2003
$47.4K ﹤0.01%
1,368
2004
$47.2K ﹤0.01%
32,353
2005
$47.1K ﹤0.01%
584
+1
2006
$47.1K ﹤0.01%
743
+2
2007
$47.1K ﹤0.01%
38,270
2008
$46.9K ﹤0.01%
1,632
2009
$46.8K ﹤0.01%
193
2010
$46.8K ﹤0.01%
1,056
2011
$46.7K ﹤0.01%
2,343
2012
$46.7K ﹤0.01%
5,089
2013
$46.6K ﹤0.01%
2,727
2014
$46.5K ﹤0.01%
1,480
+35
2015
$46.4K ﹤0.01%
2,132
2016
$46.3K ﹤0.01%
1,521
2017
$46.3K ﹤0.01%
1,525
2018
$46.2K ﹤0.01%
3,755
2019
$46.2K ﹤0.01%
1,012
2020
$46K ﹤0.01%
13,421
2021
$45.8K ﹤0.01%
1,007
2022
$45.8K ﹤0.01%
1,700
2023
$45.8K ﹤0.01%
1,161
-30
2024
$45.7K ﹤0.01%
2,599
2025
$45.6K ﹤0.01%
1,983