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
$3.08B
AUM Growth
+$3.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,181
New
Increased
Reduced
Closed

Top Buys

1 +$5.6M
2 +$5.22M
3 +$4.28M
4
DOCU icon
DocuSign
DOCU
+$3.66M
5
TGT icon
Target
TGT
+$3.1M

Top Sells

1 +$10.2M
2 +$7.62M
3 +$6.84M
4
VB icon
Vanguard Small-Cap ETF
VB
+$4.4M
5
TPL icon
Texas Pacific Land
TPL
+$4.07M

Sector Composition

1 Technology 22.46%
2 Consumer Discretionary 10.09%
3 Industrials 9.81%
4 Financials 9.76%
5 Healthcare 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$64.2K ﹤0.01%
1,927
2027
$63.8K ﹤0.01%
3,286
+19
2028
$63.8K ﹤0.01%
5,240
2029
$63.6K ﹤0.01%
2,735
2030
$63.6K ﹤0.01%
7,304
2031
$63.6K ﹤0.01%
2,012
2032
$63.5K ﹤0.01%
1,245
-65
2033
$63.4K ﹤0.01%
3,046
2034
$63.4K ﹤0.01%
1,107
+30
2035
$63.4K ﹤0.01%
235
-30
2036
$63.4K ﹤0.01%
2,254
2037
$63.2K ﹤0.01%
15,597
2038
$63.1K ﹤0.01%
3,443
2039
$62.8K ﹤0.01%
101
2040
$62.7K ﹤0.01%
3,347
2041
$62.7K ﹤0.01%
18,393
2042
$62.7K ﹤0.01%
4,266
2043
$62.4K ﹤0.01%
5,365
2044
$62.2K ﹤0.01%
2,564
2045
$62.1K ﹤0.01%
3,421
2046
$61.9K ﹤0.01%
298
+64
2047
$61.8K ﹤0.01%
8,189
2048
$61.8K ﹤0.01%
2,473
2049
$61.7K ﹤0.01%
7,886
2050
$61.5K ﹤0.01%
2,124