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
$2.73B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,144
New
Increased
Reduced
Closed

Top Buys

1 +$4.65M
2 +$4.06M
3 +$3.42M
4
WPC icon
W.P. Carey
WPC
+$3.13M
5
TSLA icon
Tesla
TSLA
+$2.87M

Top Sells

1 +$13.8M
2 +$8.13M
3 +$6.65M
4
BLDR icon
Builders FirstSource
BLDR
+$4.74M
5
HUBB icon
Hubbell
HUBB
+$4.51M

Sector Composition

1 Technology 19.78%
2 Consumer Discretionary 10.23%
3 Industrials 10.18%
4 Financials 9.26%
5 Healthcare 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$65K ﹤0.01%
1,992
2002
$65K ﹤0.01%
1,752
2003
$65K ﹤0.01%
6,679
2004
$65K ﹤0.01%
2,169
2005
$64.9K ﹤0.01%
6,976
2006
$64.9K ﹤0.01%
3,128
2007
$64.8K ﹤0.01%
9,105
+129
2008
$64.6K ﹤0.01%
9,410
2009
$64.3K ﹤0.01%
7,686
2010
$64.3K ﹤0.01%
3,371
+750
2011
$64.2K ﹤0.01%
2,591
2012
$64.1K ﹤0.01%
16,735
2013
$64K ﹤0.01%
808
2014
$63.8K ﹤0.01%
8,402
2015
$63.7K ﹤0.01%
442
-94
2016
$63.7K ﹤0.01%
5,843
2017
$63.6K ﹤0.01%
670
+2
2018
$63.6K ﹤0.01%
2,588
2019
$63.6K ﹤0.01%
7,024
2020
$63.5K ﹤0.01%
1,931
2021
$63.5K ﹤0.01%
2,184
+440
2022
$63.3K ﹤0.01%
1,490
2023
$63K ﹤0.01%
2,862
2024
$63K ﹤0.01%
5,191
2025
$62.7K ﹤0.01%
10,639