DIA

Dana Investment Advisors Portfolio holdings

AUM $3.41B
1-Year Est. Return 25.14%
This Quarter Est. Return
1 Year Est. Return
+25.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.85B
AUM Growth
+$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$22.8M
3
+$18.8M
4
ABBV icon
AbbVie
ABBV
+$18.7M
5
BWA icon
BorgWarner
BWA
+$17M

Top Sells

1
+$20.8M
2
+$14.2M
3
+$14.2M
4
V icon
Visa
V
+$13.4M
5
MA icon
Mastercard
MA
+$12.6M

Sector Composition

1 Technology 23.89%
2 Financials 14.56%
3 Healthcare 14.2%
4 Consumer Discretionary 12.26%
5 Communication Services 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
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