AIP

Ameritas Investment Partners Portfolio holdings

AUM $3.28B
1-Year Est. Return 23.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.38%
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
3,260
New
Increased
Reduced
Closed

Top Buys

1
+$8.49M
2
+$1.94M
3
+$1.81M
4
OTIS icon
Otis Worldwide
OTIS
+$1.37M
5
STOR
STORE Capital Corporation
STOR
+$1.29M

Top Sells

1
+$5.92M
2
+$4.02M
3
+$3.78M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.5M
5
TYL icon
Tyler Technologies
TYL
+$3.47M

Sector Composition

1 Technology 17.4%
2 Financials 10.2%
3 Healthcare 9.74%
4 Consumer Discretionary 9.5%
5 Industrials 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$35K ﹤0.01%
2,055
2027
$35K ﹤0.01%
1,543
2028
$35K ﹤0.01%
4,704
2029
$35K ﹤0.01%
907
2030
$35K ﹤0.01%
2,158
2031
$35K ﹤0.01%
+445
2032
$35K ﹤0.01%
1,995
+658
2033
$35K ﹤0.01%
6,820
2034
$35K ﹤0.01%
2,380
+579
2035
$35K ﹤0.01%
+3,934
2036
$35K ﹤0.01%
2,330
2037
$35K ﹤0.01%
4,237
2038
$35K ﹤0.01%
2,960
2039
$35K ﹤0.01%
5,001
2040
$35K ﹤0.01%
2,654
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%
7,210
2050
$34K ﹤0.01%
1,302
80 81
82
83 84