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
1551
$33K ﹤0.01%
275
1552
$32K ﹤0.01%
1,974
+674
1553
$32K ﹤0.01%
175
1554
$31K ﹤0.01%
3,000
1555
$31K ﹤0.01%
1,400
+700
1556
$31K ﹤0.01%
2,000
1557
$31K ﹤0.01%
180
1558
$31K ﹤0.01%
1,550
1559
$31K ﹤0.01%
500
1560
$31K ﹤0.01%
400
1561
$30K ﹤0.01%
445
1562
$30K ﹤0.01%
460
+160
1563
$30K ﹤0.01%
6,020
-10,000
1564
$30K ﹤0.01%
2,610
+1,500
1565
$30K ﹤0.01%
175
1566
$30K ﹤0.01%
250
1567
$29K ﹤0.01%
+2,000
1568
$29K ﹤0.01%
760
+500
1569
$29K ﹤0.01%
850
1570
$29K ﹤0.01%
400
-100
1571
$28K ﹤0.01%
330
+250
1572
$28K ﹤0.01%
470
1573
$28K ﹤0.01%
2,830
+1,295
1574
$28K ﹤0.01%
1,050
-150
1575
$28K ﹤0.01%
7,485
61 62
63
64 65