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
$2.08B
AUM Growth
-$5.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,178
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$2.71M
3
+$2.67M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.18M
5
ATVI
Activision Blizzard
ATVI
+$1.83M

Top Sells

1
+$6.07M
2
+$5.98M
3
+$4.8M
4
MSCI icon
MSCI
MSCI
+$4.13M
5
BR icon
Broadridge
BR
+$3.74M

Sector Composition

1 Technology 13.76%
2 Financials 12.28%
3 Industrials 9.88%
4 Consumer Discretionary 9.01%
5 Healthcare 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$46K ﹤0.01%
1,233
2027
$46K ﹤0.01%
2,271
2028
$46K ﹤0.01%
3,096
2029
$45K ﹤0.01%
2,238
+469
2030
$45K ﹤0.01%
2,493
2031
$45K ﹤0.01%
2,663
2032
$45K ﹤0.01%
+6,624
2033
$45K ﹤0.01%
1,109
2034
$45K ﹤0.01%
2,126
+589
2035
$45K ﹤0.01%
3,109
+822
2036
$45K ﹤0.01%
3,782
2037
$45K ﹤0.01%
288
2038
$45K ﹤0.01%
798
2039
$45K ﹤0.01%
2,378
2040
$45K ﹤0.01%
2,265
2041
$45K ﹤0.01%
2,180
2042
$45K ﹤0.01%
992
+212
2043
$45K ﹤0.01%
65
2044
$45K ﹤0.01%
1,118
2045
$45K ﹤0.01%
2,797
2046
$45K ﹤0.01%
2,955
2047
$45K ﹤0.01%
1,248
+236
2048
$45K ﹤0.01%
1,302
+650
2049
$45K ﹤0.01%
1,480
2050
$45K ﹤0.01%
+2,218
80 81
82
83 84