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
$2.73B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,144
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$4.06M
3
+$3.42M
4
WPC icon
W.P. Carey
WPC
+$3.13M
5
TSLA icon
Tesla
TSLA
+$2.87M

Top Sells

1
+$13.8M
2
+$8.13M
3
+$6.65M
4
BLDR icon
Builders FirstSource
BLDR
+$4.74M
5
HUBB icon
Hubbell
HUBB
+$4.51M

Sector Composition

1 Technology 19.78%
2 Consumer Discretionary 10.23%
3 Industrials 10.18%
4 Financials 9.26%
5 Healthcare 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$62.5K ﹤0.01%
1,548
2027
$62.3K ﹤0.01%
3,074
+622
2028
$62.3K ﹤0.01%
4,989
2029
$62.2K ﹤0.01%
3,058
2030
$62K ﹤0.01%
3,238
2031
$62K ﹤0.01%
16,976
2032
$61.6K ﹤0.01%
5,133
2033
$61.5K ﹤0.01%
5,470
+1,388
2034
$61.5K ﹤0.01%
344
-5
2035
$61.2K ﹤0.01%
4,605
+1,095
2036
$61.2K ﹤0.01%
4,512
2037
$61.1K ﹤0.01%
7,452
+1,341
2038
$61.1K ﹤0.01%
8,391
2039
$60.9K ﹤0.01%
4,256
2040
$60.8K ﹤0.01%
1,350
2041
$60.7K ﹤0.01%
1,808
2042
$60.6K ﹤0.01%
6,300
+1,801
2043
$60.1K ﹤0.01%
2,970
+1,023
2044
$60.1K ﹤0.01%
1,121
2045
$60.1K ﹤0.01%
2,305
2046
$60.1K ﹤0.01%
39,779
2047
$59.8K ﹤0.01%
1,927
+362
2048
$59.7K ﹤0.01%
15,193
+3,499
2049
$59.7K ﹤0.01%
1,653
2050
$59.7K ﹤0.01%
4,396
80 81
82
83 84