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
$2.08B
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,019
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.82M
3
+$2.04M
4
WBS icon
Webster Financial
WBS
+$1.98M
5
ABBV icon
AbbVie
ABBV
+$1.93M

Top Sells

1
+$16.3M
2
+$6.26M
3
+$3.76M
4
SIVB
SVB Financial Group
SIVB
+$3.69M
5
AAPL icon
Apple
AAPL
+$3.61M

Sector Composition

1 Technology 13.98%
2 Financials 13.14%
3 Industrials 10.29%
4 Healthcare 8.96%
5 Consumer Discretionary 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$40K ﹤0.01%
1,921
2027
$40K ﹤0.01%
924
2028
$40K ﹤0.01%
3,095
2029
$40K ﹤0.01%
1,862
2030
$40K ﹤0.01%
1,608
+576
2031
$39K ﹤0.01%
2,767
2032
$39K ﹤0.01%
900
+470
2033
$39K ﹤0.01%
917
2034
$39K ﹤0.01%
420
2035
$39K ﹤0.01%
2,400
2036
$39K ﹤0.01%
2,145
2037
$39K ﹤0.01%
1,255
2038
$39K ﹤0.01%
1,500
2039
$39K ﹤0.01%
1,062
2040
$39K ﹤0.01%
747
2041
$39K ﹤0.01%
8,089
2042
$39K ﹤0.01%
4,070
2043
$38K ﹤0.01%
1,515
2044
$38K ﹤0.01%
1,090
2045
$38K ﹤0.01%
3,478
+870
2046
$38K ﹤0.01%
1,465
2047
$38K ﹤0.01%
1,950
2048
$38K ﹤0.01%
1,366
2049
$38K ﹤0.01%
2,943
2050
$38K ﹤0.01%
543
80 81
82
83 84