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
$2.92B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,120
New
Increased
Reduced
Closed

Top Buys

1 +$6.41M
2 +$3.41M
3 +$2.62M
4
AMH icon
American Homes 4 Rent
AMH
+$2.57M
5
SYK icon
Stryker
SYK
+$2.51M

Top Sells

1 +$8.55M
2 +$5.39M
3 +$5.09M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.33M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.81M

Sector Composition

1 Technology 20.38%
2 Industrials 10.62%
3 Consumer Discretionary 10.1%
4 Financials 9.26%
5 Healthcare 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$61.2K ﹤0.01%
8,245
2027
$61K ﹤0.01%
3,094
2028
$61K ﹤0.01%
7,582
2029
$60.8K ﹤0.01%
4,396
2030
$60.7K ﹤0.01%
4,835
2031
$60.7K ﹤0.01%
1,752
2032
$60.5K ﹤0.01%
1,795
2033
$60.5K ﹤0.01%
1,015
2034
$60.4K ﹤0.01%
36,584
2035
$60.3K ﹤0.01%
2,588
2036
$60.2K ﹤0.01%
3,701
+1,056
2037
$59.9K ﹤0.01%
2,467
2038
$59.7K ﹤0.01%
286
+45
2039
$59.6K ﹤0.01%
2,862
2040
$59.6K ﹤0.01%
1,548
2041
$59.4K ﹤0.01%
4,146
2042
$59.4K ﹤0.01%
4,210
2043
$59.2K ﹤0.01%
1,410
2044
$59.1K ﹤0.01%
5,616
2045
$58.9K ﹤0.01%
5,856
2046
$58.9K ﹤0.01%
3,452
2047
$58.7K ﹤0.01%
2,473
2048
$58.6K ﹤0.01%
4,493
2049
$58.5K ﹤0.01%
3,628
2050
$58.5K ﹤0.01%
+5,379