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
$2.92B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,120
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$3.41M
3
+$2.62M
4
AMH icon
American Homes 4 Rent
AMH
+$2.57M
5
SYK icon
Stryker
SYK
+$2.51M

Top Sells

1
+$8.55M
2
+$5.39M
3
+$5.09M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.33M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.81M

Sector Composition

1 Technology 20.38%
2 Industrials 10.62%
3 Consumer Discretionary 10.1%
4 Financials 9.26%
5 Healthcare 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$63.9K ﹤0.01%
4,168
2002
$63.9K ﹤0.01%
2,348
2003
$63.7K ﹤0.01%
3,432
2004
$63.6K ﹤0.01%
601
2005
$63.6K ﹤0.01%
4,396
2006
$63.5K ﹤0.01%
137
2007
$63.4K ﹤0.01%
4,472
2008
$63.3K ﹤0.01%
12,705
2009
$63.1K ﹤0.01%
4,008
2010
$63.1K ﹤0.01%
5,361
2011
$63K ﹤0.01%
1,095
-52
2012
$62.7K ﹤0.01%
5,320
2013
$62.4K ﹤0.01%
+5,026
2014
$62.2K ﹤0.01%
1,032
2015
$62K ﹤0.01%
490
2016
$61.9K ﹤0.01%
9,892
2017
$61.9K ﹤0.01%
2,564
2018
$61.9K ﹤0.01%
15,130
2019
$61.7K ﹤0.01%
3,369
-1,171
2020
$61.5K ﹤0.01%
3,755
-1,558
2021
$61.5K ﹤0.01%
8,959
2022
$61.5K ﹤0.01%
4,355
2023
$61.4K ﹤0.01%
1,967
2024
$61.3K ﹤0.01%
8,358
2025
$61.3K ﹤0.01%
2,675
79 80
81
82 83