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
$2.18B
AUM Growth
-$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,153
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$4.67M
3
+$4.21M
4
HD icon
Home Depot
HD
+$3.25M
5
PRG icon
PROG Holdings
PRG
+$2.18M

Top Sells

1
+$71.7M
2
+$59.2M
3
+$43.8M
4
BND icon
Vanguard Total Bond Market
BND
+$31.6M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$26.9M

Sector Composition

1 Technology 20.61%
2 Consumer Discretionary 12.29%
3 Financials 11.89%
4 Healthcare 10.92%
5 Industrials 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$46K ﹤0.01%
1,666
2027
$46K ﹤0.01%
1,388
-501
2028
$46K ﹤0.01%
3,128
2029
$46K ﹤0.01%
10,694
2030
$46K ﹤0.01%
6,531
2031
$46K ﹤0.01%
454
+176
2032
$46K ﹤0.01%
212
2033
$46K ﹤0.01%
13,416
2034
$46K ﹤0.01%
1,481
2035
$45K ﹤0.01%
1,443
2036
$45K ﹤0.01%
1,525
2037
$45K ﹤0.01%
3,620
2038
$45K ﹤0.01%
3,600
+625
2039
$45K ﹤0.01%
1,151
2040
$45K ﹤0.01%
1,011
2041
$45K ﹤0.01%
1,681
2042
$45K ﹤0.01%
4,240
2043
$45K ﹤0.01%
2,097
2044
$45K ﹤0.01%
941
2045
$44K ﹤0.01%
2,337
2046
$44K ﹤0.01%
5,812
2047
$44K ﹤0.01%
2,313
2048
$44K ﹤0.01%
926
2049
$44K ﹤0.01%
3,089
2050
$44K ﹤0.01%
672
80 81
82
83 84