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
$2.66B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,322
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$2.68M
3
+$2.61M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.56M
5
OVV icon
Ovintiv
OVV
+$2.32M

Top Sells

1
+$6.09M
2
+$4.35M
3
+$3.99M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.65M
5
AAPL icon
Apple
AAPL
+$3.23M

Sector Composition

1 Technology 19.86%
2 Industrials 10.33%
3 Consumer Discretionary 10.03%
4 Healthcare 8.76%
5 Financials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$51.4K ﹤0.01%
6,534
2027
$51.4K ﹤0.01%
6,464
2028
$51.3K ﹤0.01%
2,727
2029
$51.3K ﹤0.01%
1,731
2030
$51.3K ﹤0.01%
619
+35
2031
$51.3K ﹤0.01%
601
2032
$51.3K ﹤0.01%
2,807
2033
$51.2K ﹤0.01%
1,368
2034
$51.2K ﹤0.01%
1,081
+200
2035
$51.1K ﹤0.01%
1,774
2036
$51K ﹤0.01%
4,178
+743
2037
$51K ﹤0.01%
4,079
2038
$51K ﹤0.01%
2,874
2039
$50.8K ﹤0.01%
3,096
2040
$50.7K ﹤0.01%
292
-25,019
2041
$50.6K ﹤0.01%
4,366
2042
$50.5K ﹤0.01%
9,433
2043
$50.4K ﹤0.01%
4,759
2044
$50.3K ﹤0.01%
15,623
2045
$50.2K ﹤0.01%
7,026
+1,902
2046
$50K ﹤0.01%
2,885
2047
$50K ﹤0.01%
1,390
+641
2048
$49.9K ﹤0.01%
1,476
2049
$49.8K ﹤0.01%
655
2050
$49.7K ﹤0.01%
2,554
80 81
82
83 84