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
2201
$37.9K ﹤0.01%
1,440
+170
2202
$37.9K ﹤0.01%
2,436
-584
2203
$37.8K ﹤0.01%
5,061
2204
$37.8K ﹤0.01%
5,491
2205
$37.7K ﹤0.01%
1,232
2206
$37.7K ﹤0.01%
2,400
2207
$37.6K ﹤0.01%
2,660
2208
$37.6K ﹤0.01%
1,387
2209
$37.6K ﹤0.01%
1,011
2210
$37.2K ﹤0.01%
1,050
2211
$37.1K ﹤0.01%
3,622
2212
$37K ﹤0.01%
5,244
2213
$36.8K ﹤0.01%
1,948
2214
$36.7K ﹤0.01%
2,337
2215
$36.7K ﹤0.01%
1,234
2216
$36.6K ﹤0.01%
2,132
2217
$36.6K ﹤0.01%
4,141
2218
$36.4K ﹤0.01%
+4,561
2219
$36.4K ﹤0.01%
4,569
2220
$36.4K ﹤0.01%
2,384
2221
$36.3K ﹤0.01%
1,601
2222
$36.1K ﹤0.01%
1,998
2223
$36.1K ﹤0.01%
860
2224
$36K ﹤0.01%
978
2225
$36K ﹤0.01%
+1,641