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
$2.32B
AUM Growth
-$464M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,390
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$3.02M
3
+$2.52M
4
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
+$1.84M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.73M

Top Sells

1
+$4.39M
2
+$2.95M
3
+$1.69M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.55M
5
PBCT
People's United Financial Inc
PBCT
+$1.49M

Sector Composition

1 Technology 17.3%
2 Financials 9.97%
3 Healthcare 9.54%
4 Consumer Discretionary 9.41%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$46K ﹤0.01%
+1,997
2027
$46K ﹤0.01%
1,514
2028
$46K ﹤0.01%
1,007
2029
$46K ﹤0.01%
2,097
+365
2030
$46K ﹤0.01%
966
2031
$46K ﹤0.01%
796
2032
$46K ﹤0.01%
3,800
2033
$46K ﹤0.01%
+5,114
2034
$46K ﹤0.01%
+4,280
2035
$46K ﹤0.01%
4,281
2036
$46K ﹤0.01%
1,157
2037
$46K ﹤0.01%
1,245
-243
2038
$46K ﹤0.01%
9,433
2039
$46K ﹤0.01%
1,064
2040
$45K ﹤0.01%
967
2041
$45K ﹤0.01%
2,271
2042
$45K ﹤0.01%
4,738
2043
$45K ﹤0.01%
1,366
2044
$45K ﹤0.01%
1,056
2045
$45K ﹤0.01%
1,192
2046
$45K ﹤0.01%
2,438
2047
$45K ﹤0.01%
3,128
2048
$45K ﹤0.01%
2,490
2049
$45K ﹤0.01%
2,506
2050
$45K ﹤0.01%
1,589
80 81
82
83 84