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
2076
$47.5K ﹤0.01%
476
2077
$47.2K ﹤0.01%
3,183
2078
$47.2K ﹤0.01%
2,680
2079
$47.1K ﹤0.01%
4,464
2080
$47.1K ﹤0.01%
2,608
+449
2081
$47K ﹤0.01%
3,596
2082
$47K ﹤0.01%
1,244
2083
$47K ﹤0.01%
1,638
2084
$47K ﹤0.01%
2,830
2085
$46.8K ﹤0.01%
1,316
2086
$46.8K ﹤0.01%
2,653
2087
$46.6K ﹤0.01%
1,504
2088
$46.5K ﹤0.01%
+500
2089
$46.4K ﹤0.01%
+2,071
2090
$46.3K ﹤0.01%
1,272
2091
$46.3K ﹤0.01%
2,271
2092
$46.1K ﹤0.01%
2,812
2093
$46.1K ﹤0.01%
2,646
2094
$45.9K ﹤0.01%
1,162
+1
2095
$45.7K ﹤0.01%
1,443
2096
$45.6K ﹤0.01%
13,421
2097
$45.4K ﹤0.01%
3,959
2098
$45.4K ﹤0.01%
830
2099
$45.3K ﹤0.01%
7,871
2100
$45.1K ﹤0.01%
2,169
+410