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
$2.66B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,322
New
Increased
Reduced
Closed

Top Buys

1 +$7.21M
2 +$2.68M
3 +$2.61M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.56M
5
OVV icon
Ovintiv
OVV
+$2.32M

Top Sells

1 +$6.09M
2 +$4.35M
3 +$3.99M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.65M
5
AAPL icon
Apple
AAPL
+$3.23M

Sector Composition

1 Technology 19.86%
2 Industrials 10.33%
3 Consumer Discretionary 10.03%
4 Healthcare 8.76%
5 Financials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$49.6K ﹤0.01%
+864
2052
$49.5K ﹤0.01%
1,615
2053
$49.2K ﹤0.01%
2,001
+429
2054
$49.2K ﹤0.01%
5,861
2055
$49.1K ﹤0.01%
811
2056
$49K ﹤0.01%
26,349
+10,587
2057
$49K ﹤0.01%
7,325
2058
$48.9K ﹤0.01%
987
2059
$48.8K ﹤0.01%
3,477
+958
2060
$48.7K ﹤0.01%
5,205
2061
$48.5K ﹤0.01%
4,066
+1,895
2062
$48.5K ﹤0.01%
4,004
+1,096
2063
$48.4K ﹤0.01%
1,007
2064
$48.3K ﹤0.01%
1,771
2065
$48.2K ﹤0.01%
+3,950
2066
$48.2K ﹤0.01%
+11,413
2067
$48.1K ﹤0.01%
1,882
2068
$48K ﹤0.01%
4,637
2069
$47.9K ﹤0.01%
2,655
2070
$47.9K ﹤0.01%
3,675
2071
$47.9K ﹤0.01%
3,267
+2,436
2072
$47.9K ﹤0.01%
4,810
2073
$47.8K ﹤0.01%
+4,159
2074
$47.7K ﹤0.01%
1,157
2075
$47.6K ﹤0.01%
1,939