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
$2.11B
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,023
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.71M
3
+$1.64M
4
SBRA icon
Sabra Healthcare REIT
SBRA
+$1.23M
5
COR
Coresite Realty Corporation
COR
+$1.2M

Top Sells

1
+$3.04M
2
+$2.98M
3
+$2.85M
4
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$2.52M
5
AOS icon
A.O. Smith
AOS
+$2.34M

Sector Composition

1 Technology 13.33%
2 Financials 12.72%
3 Industrials 10.14%
4 Healthcare 9.63%
5 Consumer Discretionary 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$39K ﹤0.01%
12,664
2027
$39K ﹤0.01%
4,319
2028
$39K ﹤0.01%
1,689
2029
$39K ﹤0.01%
2,097
2030
$39K ﹤0.01%
1,877
2031
$39K ﹤0.01%
901
2032
$38K ﹤0.01%
6
2033
$38K ﹤0.01%
2,037
2034
$38K ﹤0.01%
1,593
2035
$38K ﹤0.01%
5,153
2036
$38K ﹤0.01%
2,646
2037
$38K ﹤0.01%
3,235
2038
$38K ﹤0.01%
4,124
2039
$38K ﹤0.01%
2,445
2040
$38K ﹤0.01%
305
2041
$38K ﹤0.01%
2,240
2042
$38K ﹤0.01%
370
2043
$38K ﹤0.01%
1,800
2044
$38K ﹤0.01%
4,926
2045
$38K ﹤0.01%
2,064
2046
$37K ﹤0.01%
1,662
+145
2047
$37K ﹤0.01%
1,818
2048
$37K ﹤0.01%
1,464
2049
$37K ﹤0.01%
1,378
2050
$37K ﹤0.01%
1,239
80 81
82
83 84