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
$2.19B
AUM Growth
+$87.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,051
New
Increased
Reduced
Closed

Top Buys

1 +$16.5M
2 +$2.14M
3 +$1.93M
4
STL
Sterling Bancorp
STL
+$1.83M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.59M

Top Sells

1 +$5.2M
2 +$4.6M
3 +$3.44M
4
WTW icon
Willis Towers Watson
WTW
+$3.41M
5
ETN icon
Eaton
ETN
+$3.38M

Sector Composition

1 Technology 13.18%
2 Financials 12.66%
3 Industrials 10.54%
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%
5,618
2027
$40K ﹤0.01%
831
2028
$40K ﹤0.01%
1,238
2029
$40K ﹤0.01%
2,252
2030
$40K ﹤0.01%
1,039
2031
$40K ﹤0.01%
2,180
2032
$40K ﹤0.01%
25,810
2033
$40K ﹤0.01%
9,415
2034
$40K ﹤0.01%
603
2035
$40K ﹤0.01%
2,330
2036
$40K ﹤0.01%
747
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%
2,424
2042
$39K ﹤0.01%
1,754
2043
$39K ﹤0.01%
2,047
2044
$39K ﹤0.01%
1,366
2045
$39K ﹤0.01%
1,417
2046
$39K ﹤0.01%
901
2047
$39K ﹤0.01%
1,500
2048
$39K ﹤0.01%
8,804
2049
$39K ﹤0.01%
2,070
2050
$39K ﹤0.01%
3,910