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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
1051
$752 ﹤0.01%
1,740
+110
1052
$750 ﹤0.01%
16,600
1053
$750 ﹤0.01%
36,855
1054
$748 ﹤0.01%
14,650
-859
1055
$747 ﹤0.01%
11,300
-3,300
1056
$747 ﹤0.01%
21,900
+800
1057
$740 ﹤0.01%
7,500
-1,500
1058
$738 ﹤0.01%
47,662
-3,514
1059
$733 ﹤0.01%
77,270
-49,900
1060
$732 ﹤0.01%
17,230
1061
$732 ﹤0.01%
6,240
1062
$730 ﹤0.01%
16,730
1063
$725 ﹤0.01%
33,350
-3,400
1064
$724 ﹤0.01%
13,170
1065
$721 ﹤0.01%
29,923
1066
$721 ﹤0.01%
5,750
-500
1067
$720 ﹤0.01%
9,650
1068
$718 ﹤0.01%
7,400
-300
1069
$718 ﹤0.01%
9,720
1070
$711 ﹤0.01%
12,255
1071
$710 ﹤0.01%
10,750
-13,600
1072
$709 ﹤0.01%
2,558
-201
1073
$708 ﹤0.01%
9,965
-6,200
1074
$707 ﹤0.01%
26,970
1075
$707 ﹤0.01%
1,185
-100
41 42
43
44 45