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
$1.46B
AUM Growth
+$62.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,248
New
Increased
Reduced
Closed

Top Buys

1 +$9.3M
2 +$5.26M
3 +$4.41M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.86M
5
TJX icon
TJX Companies
TJX
+$2.74M

Top Sells

1 +$5.62M
2 +$2.43M
3 +$2.28M
4
ETN icon
Eaton
ETN
+$2.19M
5
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$2.16M

Sector Composition

1 Technology 12.82%
2 Financials 10.12%
3 Healthcare 9.71%
4 Industrials 8.08%
5 Consumer Discretionary 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$1.35M 0.09%
21,532
+593
202
$1.34M 0.09%
41,600
+12,600
203
$1.34M 0.09%
32,395
+4,015
204
$1.34M 0.09%
10,018
205
$1.33M 0.09%
+12,076
206
$1.33M 0.09%
18,434
+287
207
$1.33M 0.09%
43,100
+14,400
208
$1.32M 0.09%
58,722
+56
209
$1.32M 0.09%
37,815
+118
210
$1.31M 0.09%
+47,300
211
$1.31M 0.09%
26,519
+9,685
212
$1.3M 0.09%
21,579
213
$1.29M 0.09%
30,152
-463
214
$1.27M 0.09%
4,944
+63
215
$1.27M 0.09%
4,197
-78
216
$1.26M 0.09%
34,500
-6,300
217
$1.26M 0.09%
18,298
+125
218
$1.26M 0.09%
20,666
-522
219
$1.26M 0.09%
3,344
220
$1.26M 0.09%
26,303
-162
221
$1.25M 0.09%
17,254
+149
222
$1.25M 0.09%
44,551
-402
223
$1.25M 0.09%
18,215
-183
224
$1.25M 0.09%
26,060
225
$1.25M 0.09%
3,045
+19