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
$2.06B
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,170
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.79M
3
+$1.59M
4
UBSI icon
United Bankshares
UBSI
+$1.44M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.36M

Top Sells

1
+$3.94M
2
+$3.79M
3
+$2.87M
4
EG icon
Everest Group
EG
+$2.84M
5
ANSS
Ansys
ANSS
+$2.83M

Sector Composition

1 Technology 12.97%
2 Financials 12.88%
3 Industrials 10.4%
4 Healthcare 9.78%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$41K ﹤0.01%
+12,612
2027
$41K ﹤0.01%
1,263
+465
2028
$41K ﹤0.01%
1,846
2029
$40K ﹤0.01%
1,464
2030
$40K ﹤0.01%
2,047
2031
$40K ﹤0.01%
+2,287
2032
$40K ﹤0.01%
1,400
2033
$40K ﹤0.01%
512
2034
$40K ﹤0.01%
19,616
+4,644
2035
$40K ﹤0.01%
3,992
2036
$40K ﹤0.01%
1,957
2037
$40K ﹤0.01%
3,231
+1,402
2038
$40K ﹤0.01%
+134
2039
$40K ﹤0.01%
5,871
2040
$40K ﹤0.01%
2,800
2041
$40K ﹤0.01%
2,397
+517
2042
$40K ﹤0.01%
2,550
+959
2043
$40K ﹤0.01%
1,994
2044
$40K ﹤0.01%
5,640
2045
$40K ﹤0.01%
2,895
+1,092
2046
$40K ﹤0.01%
3,095
2047
$39K ﹤0.01%
2,493
+501
2048
$39K ﹤0.01%
6,759
+1,696
2049
$39K ﹤0.01%
1,239
2050
$39K ﹤0.01%
1,164
+877
80 81
82
83 84