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
$2.91B
AUM Growth
-$2.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,313
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$3.33M
3
+$3.18M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.12M
5
RBA icon
RB Global
RBA
+$2.98M

Top Sells

1
+$6.09M
2
+$5.96M
3
+$5.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$4.3M
5
SMCI icon
Super Micro Computer
SMCI
+$4.19M

Sector Composition

1 Technology 21.87%
2 Industrials 10.01%
3 Consumer Discretionary 9.49%
4 Financials 8.93%
5 Healthcare 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$62.9K ﹤0.01%
2,254
2002
$62.9K ﹤0.01%
490
2003
$62.8K ﹤0.01%
1,548
2004
$62.7K ﹤0.01%
1,340
-35
2005
$62.6K ﹤0.01%
2,012
2006
$62.5K ﹤0.01%
5,027
2007
$62.5K ﹤0.01%
1,098
+3
2008
$62.4K ﹤0.01%
10,419
2009
$62.1K ﹤0.01%
+4,604
2010
$62K ﹤0.01%
137
2011
$61.8K ﹤0.01%
1,956
2012
$61.7K ﹤0.01%
3,423
2013
$61.7K ﹤0.01%
2,390
2014
$61.6K ﹤0.01%
4,396
2015
$61.5K ﹤0.01%
3,386
+17
2016
$61.4K ﹤0.01%
8,890
2017
$61.4K ﹤0.01%
11,009
2018
$61.4K ﹤0.01%
3,775
+20
2019
$61.3K ﹤0.01%
1,202
+671
2020
$61.3K ﹤0.01%
+833
2021
$61.2K ﹤0.01%
3,354
2022
$61.2K ﹤0.01%
164
2023
$61.2K ﹤0.01%
1,891
2024
$61.1K ﹤0.01%
5,379
2025
$60.9K ﹤0.01%
+5,036
79 80
81
82 83