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Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $27B
1-Year Est. Return 24.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.8M
AUM Growth
-$15.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,350
New
Increased
Reduced
Closed

Top Buys

1
+$30.1M
2
+$14.2M
3
+$10.8M
4
ABT icon
Abbott
ABT
+$9.7M
5
SYF icon
Synchrony
SYF
+$9.15M

Top Sells

1
+$98.2M
2
+$55.3M
3
+$41.8M
4
GD icon
General Dynamics
GD
+$40.9M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$40M

Sector Composition

1 Technology 19.82%
2 Financials 11.96%
3 Healthcare 11.94%
4 Consumer Discretionary 9.09%
5 Industrials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$941 0.01%
10,877
-712
977
$939 0.01%
10,430
978
$938 0.01%
84,251
-4,261
979
$937 0.01%
7,200
-400
980
$937 0.01%
10,827
981
$930 0.01%
20,950
982
$923 0.01%
810
983
$918 0.01%
118,299
-5,699
984
$916 0.01%
21,811
-1,050
985
$915 0.01%
11,920
-200
986
$912 0.01%
54,297
-2,798
987
$911 0.01%
29,455
-13,000
988
$911 0.01%
21,900
989
$909 0.01%
16,230
-2,170
990
$903 0.01%
10,730
991
$902 0.01%
17,291
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992
$901 0.01%
18,688
993
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994
$898 0.01%
17,020
995
$897 0.01%
19,300
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996
$896 0.01%
15,899
-872
997
$895 0.01%
10,000
998
$892 0.01%
32,150
-18,500
999
$891 0.01%
12,560
1000
$888 0.01%
11,200
+5,200
38 39
40
41 42