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
$2.66B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,322
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$2.68M
3
+$2.61M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.56M
5
OVV icon
Ovintiv
OVV
+$2.32M

Top Sells

1
+$6.09M
2
+$4.35M
3
+$3.99M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.65M
5
AAPL icon
Apple
AAPL
+$3.23M

Sector Composition

1 Technology 19.86%
2 Industrials 10.33%
3 Consumer Discretionary 10.03%
4 Healthcare 8.76%
5 Financials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$53.3K ﹤0.01%
4,237
2002
$53.2K ﹤0.01%
3,044
2003
$53K ﹤0.01%
601
2004
$53K ﹤0.01%
1,113
2005
$52.9K ﹤0.01%
1,290
2006
$52.9K ﹤0.01%
1,262
2007
$52.9K ﹤0.01%
2,722
2008
$52.8K ﹤0.01%
2,424
2009
$52.8K ﹤0.01%
6,701
2010
$52.6K ﹤0.01%
+11,561
2011
$52.5K ﹤0.01%
2,820
+1,234
2012
$52.5K ﹤0.01%
4,022
+4
2013
$52.5K ﹤0.01%
2,506
2014
$52.5K ﹤0.01%
2,481
2015
$52.4K ﹤0.01%
1,135
2016
$52.1K ﹤0.01%
1,813
2017
$52K ﹤0.01%
6,641
2018
$51.9K ﹤0.01%
1,934
2019
$51.9K ﹤0.01%
12,601
+3,263
2020
$51.9K ﹤0.01%
404
2021
$51.9K ﹤0.01%
1,737
2022
$51.9K ﹤0.01%
14,661
2023
$51.9K ﹤0.01%
1,192
2024
$51.8K ﹤0.01%
7,954
2025
$51.4K ﹤0.01%
3,335
79 80
81
82 83