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
2226
$35.9K ﹤0.01%
4,830
2227
$35.9K ﹤0.01%
+15,953
2228
$35.9K ﹤0.01%
1,145
2229
$35.7K ﹤0.01%
1,153
2230
$35.6K ﹤0.01%
3,800
2231
$35.5K ﹤0.01%
1,552
2232
$35.4K ﹤0.01%
1,012
2233
$35.4K ﹤0.01%
967
2234
$35.3K ﹤0.01%
+2,076
2235
$35.3K ﹤0.01%
8,347
2236
$35.3K ﹤0.01%
905
+750
2237
$35.2K ﹤0.01%
2,041
+681
2238
$35.2K ﹤0.01%
2,358
2239
$35.2K ﹤0.01%
1,947
+587
2240
$35.2K ﹤0.01%
1,312
2241
$35.1K ﹤0.01%
1,983
2242
$35K ﹤0.01%
2,122
2243
$35K ﹤0.01%
4,012
2244
$34.9K ﹤0.01%
5,577
+1,521
2245
$34.7K ﹤0.01%
610
2246
$34.7K ﹤0.01%
2,311
2247
$34.7K ﹤0.01%
4,110
2248
$34.7K ﹤0.01%
222
2249
$34.6K ﹤0.01%
1,739
2250
$34.5K ﹤0.01%
953
+235