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
$2.5B
AUM Growth
-$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,159
New
Increased
Reduced
Closed

Top Buys

1 +$2.85M
2 +$2.68M
3 +$2.67M
4
ELS icon
Equity Lifestyle Properties
ELS
+$2.66M
5
VST icon
Vistra
VST
+$2.57M

Top Sells

1 +$11.4M
2 +$11.1M
3 +$6.31M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.42M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.07M

Sector Composition

1 Technology 19.42%
2 Industrials 10.27%
3 Consumer Discretionary 9.74%
4 Financials 8.79%
5 Healthcare 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$56.1K ﹤0.01%
1,992
+2
2027
$55.9K ﹤0.01%
4,967
+808
2028
$55.8K ﹤0.01%
3,423
+647
2029
$55.5K ﹤0.01%
4,079
+983
2030
$55.5K ﹤0.01%
5,657
+1,164
2031
$55.5K ﹤0.01%
5,423
+882
2032
$55.5K ﹤0.01%
1,891
+523
2033
$55.3K ﹤0.01%
3,300
+415
2034
$55.3K ﹤0.01%
2,554
2035
$55.2K ﹤0.01%
3,720
+605
2036
$54.9K ﹤0.01%
4,336
2037
$54.7K ﹤0.01%
2,424
2038
$54.6K ﹤0.01%
7,871
2039
$54.6K ﹤0.01%
2,777
+532
2040
$54.6K ﹤0.01%
3,307
+800
2041
$54.6K ﹤0.01%
3,368
+548
2042
$54.5K ﹤0.01%
2,714
+22
2043
$54.4K ﹤0.01%
2,169
+438
2044
$54.4K ﹤0.01%
8,976
+84
2045
$54.4K ﹤0.01%
2,034
+443
2046
$54.4K ﹤0.01%
1,213
+324
2047
$54.4K ﹤0.01%
2,046
+525
2048
$54K ﹤0.01%
11,113
+1,808
2049
$53.9K ﹤0.01%
1,754
+11
2050
$53.7K ﹤0.01%
3,094
+816