AIP

Ameritas Investment Partners Portfolio holdings

AUM $3.28B
1-Year Est. Return 23.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.19B
AUM Growth
+$87.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,051
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$2.01M
3
+$1.88M
4
STL
Sterling Bancorp
STL
+$1.84M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.71M

Top Sells

1
+$4.67M
2
+$4.4M
3
+$3.54M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.35M
5
AVGO icon
Broadcom
AVGO
+$3.22M

Sector Composition

1 Technology 13.17%
2 Financials 12.66%
3 Industrials 10.59%
4 Healthcare 8.88%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$40K ﹤0.01%
767
2027
$40K ﹤0.01%
5,618
2028
$40K ﹤0.01%
831
2029
$40K ﹤0.01%
1,238
2030
$40K ﹤0.01%
2,252
2031
$40K ﹤0.01%
1,039
2032
$40K ﹤0.01%
2,180
2033
$40K ﹤0.01%
25,810
2034
$40K ﹤0.01%
9,415
2035
$40K ﹤0.01%
603
2036
$40K ﹤0.01%
2,330
2037
$40K ﹤0.01%
1,527
+340
2038
$40K ﹤0.01%
3,972
2039
$40K ﹤0.01%
15,200
2040
$40K ﹤0.01%
2,802
2041
$39K ﹤0.01%
1,500
2042
$39K ﹤0.01%
2,424
2043
$39K ﹤0.01%
1,754
2044
$39K ﹤0.01%
2,047
2045
$39K ﹤0.01%
1,366
2046
$39K ﹤0.01%
1,417
2047
$39K ﹤0.01%
901
2048
$39K ﹤0.01%
8,804
2049
$39K ﹤0.01%
2,070
2050
$39K ﹤0.01%
3,910
80 81
82
83 84