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
$3.07B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,171
New
Increased
Reduced
Closed

Top Buys

1 +$5.03M
2 +$4.02M
3 +$3.99M
4
AVTR icon
Avantor
AVTR
+$3.61M
5
C icon
Citigroup
C
+$2.43M

Top Sells

1 +$3.11M
2 +$2.73M
3 +$2.68M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.59M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.55M

Sector Composition

1 Technology 21.19%
2 Industrials 10.11%
3 Consumer Discretionary 9.58%
4 Financials 9.21%
5 Healthcare 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$65.4K ﹤0.01%
4,835
2027
$65.4K ﹤0.01%
8,014
2028
$65.2K ﹤0.01%
13,630
2029
$65.1K ﹤0.01%
4,001
+606
2030
$64.9K ﹤0.01%
2,564
2031
$64.8K ﹤0.01%
2,467
2032
$64.8K ﹤0.01%
287
2033
$64.5K ﹤0.01%
3,969
2034
$64.2K ﹤0.01%
1,917
2035
$64.2K ﹤0.01%
10,060
2036
$64.2K ﹤0.01%
3,478
+1,334
2037
$64.1K ﹤0.01%
2,342
2038
$64K ﹤0.01%
1,050
2039
$64K ﹤0.01%
2,012
2040
$63.9K ﹤0.01%
5,026
2041
$63.9K ﹤0.01%
3,267
-1,801
2042
$63.7K ﹤0.01%
1,927
2043
$63.7K ﹤0.01%
1,804
+572
2044
$63.6K ﹤0.01%
4,290
2045
$63.5K ﹤0.01%
8,970
2046
$63.4K ﹤0.01%
4,266
2047
$63.4K ﹤0.01%
3,003
-1,793
2048
$63K ﹤0.01%
164
2049
$62.9K ﹤0.01%
5,614
2050
$62.9K ﹤0.01%
2,573