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
$2.91B
AUM Growth
-$2.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,313
New
Increased
Reduced
Closed

Top Buys

1 +$6.6M
2 +$3.33M
3 +$3.18M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.12M
5
RBA icon
RB Global
RBA
+$2.98M

Top Sells

1 +$6.09M
2 +$5.96M
3 +$5.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$4.3M
5
SMCI icon
Super Micro Computer
SMCI
+$4.19M

Sector Composition

1 Technology 21.87%
2 Industrials 10.01%
3 Consumer Discretionary 9.49%
4 Financials 8.93%
5 Healthcare 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2226
$42K ﹤0.01%
2,901
2227
$42K ﹤0.01%
14,367
2228
$41.8K ﹤0.01%
2,047
2229
$41.7K ﹤0.01%
+4,239
2230
$41.7K ﹤0.01%
12,400
2231
$41.7K ﹤0.01%
3,125
2232
$41.4K ﹤0.01%
2,594
2233
$41.4K ﹤0.01%
184
2234
$41.3K ﹤0.01%
8,612
+3,908
2235
$41.3K ﹤0.01%
1,557
2236
$41.1K ﹤0.01%
+18,512
2237
$41K ﹤0.01%
4,821
+2,819
2238
$41K ﹤0.01%
991
2239
$40.9K ﹤0.01%
11,286
2240
$40.8K ﹤0.01%
7,756
2241
$40.7K ﹤0.01%
3,148
2242
$40.6K ﹤0.01%
6,968
2243
$40.5K ﹤0.01%
4,756
2244
$40.5K ﹤0.01%
+8,866
2245
$40.4K ﹤0.01%
4,767
2246
$40.4K ﹤0.01%
905
2247
$40.3K ﹤0.01%
1,805
2248
$40.3K ﹤0.01%
1,285
2249
$40.3K ﹤0.01%
3,397
2250
$40.3K ﹤0.01%
11,502
+4,374