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
876
$937K 0.01%
21,040
-400
877
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15,550
-2,371
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34,956
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879
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34,110
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880
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881
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24,946
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882
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9,735
883
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43,440
884
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885
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886
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887
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14,920
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888
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12,100
889
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61,800
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26,114
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50,350
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34,605
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898
$863K 0.01%
24,038
899
$859K 0.01%
55,957
+3,185
900
$857K 0.01%
18,918
+7,190
34 35
36
37 38