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
1601
$21K ﹤0.01%
467
1602
$21K ﹤0.01%
5,000
-6,000
1603
$21K ﹤0.01%
275
1604
$21K ﹤0.01%
125
-1,352
1605
$20K ﹤0.01%
220
1606
$20K ﹤0.01%
340
1607
$20K ﹤0.01%
310
1608
$19K ﹤0.01%
36
-2
1609
$19K ﹤0.01%
180
1610
$19K ﹤0.01%
200
1611
$19K ﹤0.01%
1,355
+610
1612
$19K ﹤0.01%
2,671
+1,211
1613
$19K ﹤0.01%
1,168
1614
$19K ﹤0.01%
325
1615
$19K ﹤0.01%
370
1616
$19K ﹤0.01%
200
1617
$19K ﹤0.01%
360
1618
$19K ﹤0.01%
45
1619
$19K ﹤0.01%
391
-76
1620
$19K ﹤0.01%
320
1621
$19K ﹤0.01%
17,840
-149,090
1622
$19K ﹤0.01%
1,000
1623
$18K ﹤0.01%
270
1624
$18K ﹤0.01%
1,573
+743
1625
$17K ﹤0.01%
610
63 64
65
66 67