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
$2.2B
AUM Growth
+$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,209
New
Increased
Reduced
Closed

Top Buys

1 +$1.94M
2 +$1.48M
3 +$1.33M
4
FLR icon
Fluor
FLR
+$1.27M
5
EGP icon
EastGroup Properties
EGP
+$1.26M

Top Sells

1 +$4.76M
2 +$3.32M
3 +$3.06M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.79M
5
BMS
Bemis
BMS
+$2.44M

Sector Composition

1 Technology 13.65%
2 Financials 11.41%
3 Industrials 9.91%
4 Healthcare 8.89%
5 Consumer Discretionary 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$40K ﹤0.01%
21,442
2027
$40K ﹤0.01%
4,878
2028
$40K ﹤0.01%
12,664
2029
$40K ﹤0.01%
5,583
2030
$40K ﹤0.01%
2,006
-246
2031
$39K ﹤0.01%
1,323
2032
$39K ﹤0.01%
2,506
2033
$39K ﹤0.01%
+1,998
2034
$39K ﹤0.01%
+332
2035
$39K ﹤0.01%
2,081
2036
$39K ﹤0.01%
3,178
2037
$39K ﹤0.01%
917
2038
$39K ﹤0.01%
420
2039
$39K ﹤0.01%
4,384
2040
$39K ﹤0.01%
303
2041
$39K ﹤0.01%
640
2042
$39K ﹤0.01%
746
+125
2043
$39K ﹤0.01%
223
2044
$39K ﹤0.01%
13,303
2045
$39K ﹤0.01%
3,692
2046
$39K ﹤0.01%
1,727
2047
$39K ﹤0.01%
1,162
+687
2048
$39K ﹤0.01%
7,647
2049
$39K ﹤0.01%
4,371
2050
$38K ﹤0.01%
2,562