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
$1.76B
AUM Growth
-$498M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,077
New
Increased
Reduced
Closed

Top Buys

1 +$8.75M
2 +$3.35M
3 +$2.62M
4
IBM icon
IBM
IBM
+$2.46M
5
GNRC icon
Generac Holdings
GNRC
+$1.65M

Top Sells

1 +$10.1M
2 +$5.12M
3 +$4.1M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.42M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.86M

Sector Composition

1 Technology 16.39%
2 Healthcare 10.19%
3 Financials 10.07%
4 Industrials 8.47%
5 Consumer Discretionary 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$25K ﹤0.01%
2,631
2027
$25K ﹤0.01%
12,730
2028
$25K ﹤0.01%
4,863
2029
$25K ﹤0.01%
5,846
2030
$25K ﹤0.01%
1,232
2031
$25K ﹤0.01%
824
+514
2032
$25K ﹤0.01%
2,287
2033
$25K ﹤0.01%
3,367
+684
2034
$25K ﹤0.01%
1,360
2035
$25K ﹤0.01%
1,176
2036
$25K ﹤0.01%
611
2037
$25K ﹤0.01%
1,931
2038
$25K ﹤0.01%
+854
2039
$25K ﹤0.01%
1,185
-25
2040
$25K ﹤0.01%
405
2041
$25K ﹤0.01%
8,672
2042
$25K ﹤0.01%
1,504
+251
2043
$25K ﹤0.01%
6,534
2044
$25K ﹤0.01%
5,584
2045
$25K ﹤0.01%
1,490
+940
2046
$25K ﹤0.01%
3,967
2047
$25K ﹤0.01%
+1,240
2048
$24K ﹤0.01%
2,424
2049
$24K ﹤0.01%
1,282
2050
$24K ﹤0.01%
707