Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.5B
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,082
New
Increased
Reduced
Closed

Top Buys

1
+$65.2M
2
+$13.2M
3
+$6.37M
4
MS icon
Morgan Stanley
MS
+$5.08M
5
VZ icon
Verizon
VZ
+$4.72M

Top Sells

1
+$13.8M
2
+$12.5M
3
+$7.14M
4
ABT icon
Abbott
ABT
+$7.12M
5
LLY icon
Eli Lilly
LLY
+$7.07M

Sector Composition

1 Technology 17.52%
2 Financials 15.01%
3 Healthcare 14.27%
4 Industrials 9.82%
5 Consumer Discretionary 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2.56M 0.02%
75,778
+4,840
552
$2.54M 0.02%
28,300
553
$2.54M 0.02%
17,400
+15,000
554
$2.53M 0.02%
111,380
+12,210
555
$2.52M 0.02%
17,400
556
$2.52M 0.02%
43,000
557
$2.51M 0.02%
67,545
+5,600
558
$2.51M 0.02%
91,490
+26,970
559
$2.5M 0.02%
110,443
+4,095
560
$2.46M 0.02%
155,322
-7
561
$2.45M 0.02%
49,538
-916
562
$2.44M 0.02%
52,335
-8,630
563
$2.44M 0.02%
112,353
-3,976
564
$2.44M 0.02%
77,720
+100
565
$2.44M 0.02%
25,745
+5
566
$2.43M 0.02%
100,081
567
$2.41M 0.02%
156,506
+56,924
568
$2.4M 0.02%
53,284
+8,432
569
$2.39M 0.02%
139,077
-41,226
570
$2.38M 0.02%
58,749
+385
571
$2.38M 0.02%
36,440
-3,700
572
$2.38M 0.02%
110,924
+24,400
573
$2.38M 0.02%
106,330
-16,900
574
$2.37M 0.02%
36,295
-4,000
575
$2.37M 0.02%
121,369
21 22
23
24 25