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
$2.78B
AUM Growth
-$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,133
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.4M
3
+$2.89M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.82M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.09M

Top Sells

1
+$4.96M
2
+$4.42M
3
+$4.15M
4
CONE
CyrusOne Inc Common Stock
CONE
+$4.1M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.27M

Sector Composition

1 Technology 18.3%
2 Consumer Discretionary 10.26%
3 Financials 9.82%
4 Industrials 9.22%
5 Healthcare 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$52K ﹤0.01%
3,800
2027
$52K ﹤0.01%
1,424
2028
$52K ﹤0.01%
2,539
2029
$52K ﹤0.01%
1,598
2030
$52K ﹤0.01%
1,605
2031
$52K ﹤0.01%
7,417
2032
$52K ﹤0.01%
3,620
2033
$52K ﹤0.01%
1,926
+684
2034
$52K ﹤0.01%
1,145
2035
$52K ﹤0.01%
1,157
2036
$51K ﹤0.01%
2,506
2037
$51K ﹤0.01%
703
2038
$51K ﹤0.01%
2,270
2039
$51K ﹤0.01%
1,366
2040
$51K ﹤0.01%
2,237
2041
$51K ﹤0.01%
2,070
2042
$50K ﹤0.01%
2,313
2043
$50K ﹤0.01%
1,924
2044
$50K ﹤0.01%
984
+1
2045
$50K ﹤0.01%
1,739
2046
$50K ﹤0.01%
1,565
2047
$50K ﹤0.01%
121
-55
2048
$50K ﹤0.01%
2,773
2049
$49K ﹤0.01%
5,332
2050
$49K ﹤0.01%
941
80 81
82
83 84