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
$2.1B
AUM Growth
+$336M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,259
New
Increased
Reduced
Closed

Top Buys

1
+$9.09M
2
+$1.92M
3
+$1.82M
4
QDEL icon
QuidelOrtho
QDEL
+$1.77M
5
STOR
STORE Capital Corporation
STOR
+$1.53M

Top Sells

1
+$6.24M
2
+$4.64M
3
+$3.79M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.72M
5
TYL icon
Tyler Technologies
TYL
+$3.58M

Sector Composition

1 Technology 17.4%
2 Financials 10.19%
3 Healthcare 9.74%
4 Consumer Discretionary 9.5%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$35K ﹤0.01%
+3,934
2027
$35K ﹤0.01%
2,330
2028
$35K ﹤0.01%
4,237
2029
$35K ﹤0.01%
2,960
2030
$35K ﹤0.01%
5,001
2031
$35K ﹤0.01%
2,654
2032
$35K ﹤0.01%
229
2033
$35K ﹤0.01%
1,671
2034
$35K ﹤0.01%
1,264
2035
$35K ﹤0.01%
2,055
2036
$35K ﹤0.01%
1,543
2037
$35K ﹤0.01%
4,704
2038
$35K ﹤0.01%
907
2039
$35K ﹤0.01%
2,158
2040
$35K ﹤0.01%
+445
2041
$34K ﹤0.01%
4,968
2042
$34K ﹤0.01%
2,506
2043
$34K ﹤0.01%
5,846
2044
$34K ﹤0.01%
134
+31
2045
$34K ﹤0.01%
1,361
2046
$34K ﹤0.01%
2,051
2047
$34K ﹤0.01%
1,468
2048
$34K ﹤0.01%
4,738
2049
$34K ﹤0.01%
3,369
2050
$34K ﹤0.01%
7,210
80 81
82
83 84