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
2401
$26.5K ﹤0.01%
1,306
2402
$26.5K ﹤0.01%
690
2403
$26.5K ﹤0.01%
8,537
2404
$26.5K ﹤0.01%
+830
2405
$26.4K ﹤0.01%
1,822
2406
$26.4K ﹤0.01%
2,730
2407
$26.4K ﹤0.01%
1,556
2408
$26.4K ﹤0.01%
2,149
2409
$26.3K ﹤0.01%
758
2410
$26.1K ﹤0.01%
10,275
2411
$26.1K ﹤0.01%
1,505
2412
$26K ﹤0.01%
9,930
2413
$25.9K ﹤0.01%
11,224
2414
$25.9K ﹤0.01%
1,457
2415
$25.7K ﹤0.01%
248
2416
$25.7K ﹤0.01%
4,352
2417
$25.6K ﹤0.01%
+675
2418
$25.5K ﹤0.01%
1,387
2419
$25.5K ﹤0.01%
+2,346
2420
$25.5K ﹤0.01%
2,469
+965
2421
$25.5K ﹤0.01%
88
2422
$25.4K ﹤0.01%
405
2423
$25.4K ﹤0.01%
3,365
2424
$25.3K ﹤0.01%
3,120
2425
$25.3K ﹤0.01%
2,290