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
$3.07B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,171
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.02M
3
+$3.99M
4
AVTR icon
Avantor
AVTR
+$3.61M
5
C icon
Citigroup
C
+$2.43M

Top Sells

1
+$3.11M
2
+$2.73M
3
+$2.68M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.59M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.55M

Sector Composition

1 Technology 21.19%
2 Industrials 10.11%
3 Consumer Discretionary 9.58%
4 Financials 9.21%
5 Healthcare 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$68.1K ﹤0.01%
4,526
2002
$67.9K ﹤0.01%
1,272
2003
$67.7K ﹤0.01%
9,103
2004
$67.7K ﹤0.01%
1,548
2005
$67.6K ﹤0.01%
6,167
+2,150
2006
$67.6K ﹤0.01%
9,023
2007
$67.6K ﹤0.01%
1,792
-200
2008
$67.6K ﹤0.01%
4,298
2009
$67.3K ﹤0.01%
4,314
2010
$67.1K ﹤0.01%
1,795
2011
$67.1K ﹤0.01%
2,854
+1,873
2012
$67K ﹤0.01%
1,310
-30
2013
$66.9K ﹤0.01%
11,316
2014
$66.7K ﹤0.01%
12,042
2015
$66.7K ﹤0.01%
1,194
2016
$66.6K ﹤0.01%
490
2017
$66.5K ﹤0.01%
1,993
2018
$66.2K ﹤0.01%
601
2019
$66.2K ﹤0.01%
4,256
2020
$66.1K ﹤0.01%
509
2021
$66K ﹤0.01%
1,204
2022
$65.9K ﹤0.01%
3,953
2023
$65.9K ﹤0.01%
6,932
2024
$65.7K ﹤0.01%
134
2025
$65.5K ﹤0.01%
16,915
79 80
81
82 83