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
$1.83B
AUM Growth
-$332M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,060
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$4.37M
3
+$3.51M
4
SWK icon
Stanley Black & Decker
SWK
+$2.91M
5
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$2.42M

Top Sells

1
+$4.16M
2
+$3.33M
3
+$3.21M
4
LW icon
Lamb Weston
LW
+$3M
5
FTNT icon
Fortinet
FTNT
+$2.81M

Sector Composition

1 Technology 13.37%
2 Financials 12.09%
3 Healthcare 9.85%
4 Industrials 9.81%
5 Consumer Discretionary 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$33K ﹤0.01%
914
2027
$33K ﹤0.01%
935
2028
$33K ﹤0.01%
4,319
2029
$33K ﹤0.01%
1,586
2030
$33K ﹤0.01%
1,366
2031
$33K ﹤0.01%
2,350
+630
2032
$33K ﹤0.01%
1,840
+1,200
2033
$33K ﹤0.01%
1,170
2034
$33K ﹤0.01%
1,804
2035
$33K ﹤0.01%
3,249
2036
$33K ﹤0.01%
205
+163
2037
$33K ﹤0.01%
640
+230
2038
$33K ﹤0.01%
4,271
2039
$33K ﹤0.01%
1,698
2040
$33K ﹤0.01%
8,089
2041
$33K ﹤0.01%
2,304
2042
$33K ﹤0.01%
7,539
2043
$32K ﹤0.01%
1,748
+5
2044
$32K ﹤0.01%
4,377
2045
$32K ﹤0.01%
1,689
2046
$32K ﹤0.01%
2,097
2047
$32K ﹤0.01%
620
+3
2048
$32K ﹤0.01%
992
2049
$32K ﹤0.01%
2,070
2050
$31K ﹤0.01%
2,990
80 81
82
83 84