DIA

Dana Investment Advisors Portfolio holdings

AUM $3.02B
1-Year Est. Return 22.33%
This Quarter Est. Return
1 Year Est. Return
+22.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.6B
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1 +$19.6M
2 +$19.6M
3 +$19M
4
AMP icon
Ameriprise Financial
AMP
+$19M
5
GIS icon
General Mills
GIS
+$18M

Top Sells

1 +$19.6M
2 +$19.5M
3 +$19M
4
EMN icon
Eastman Chemical
EMN
+$16.1M
5
NEE icon
NextEra Energy
NEE
+$15.4M

Sector Composition

1 Financials 18.06%
2 Technology 14.88%
3 Healthcare 13.52%
4 Industrials 11.58%
5 Consumer Discretionary 11.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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