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
1676
$14K ﹤0.01%
600
1677
$13K ﹤0.01%
2,500
+2,000
1678
$13K ﹤0.01%
360
1679
$13K ﹤0.01%
160
1680
$13K ﹤0.01%
+800
1681
$13K ﹤0.01%
436
1682
$13K ﹤0.01%
+235
1683
$13K ﹤0.01%
745
1684
$13K ﹤0.01%
200
+70
1685
$13K ﹤0.01%
500
1686
$13K ﹤0.01%
+435
1687
$13K ﹤0.01%
310
1688
$13K ﹤0.01%
440
1689
$13K ﹤0.01%
230
-100
1690
$13K ﹤0.01%
610
1691
$13K ﹤0.01%
500
+200
1692
$13K ﹤0.01%
210
1693
$13K ﹤0.01%
920
1694
$13K ﹤0.01%
600
1695
$13K ﹤0.01%
530
1696
$13K ﹤0.01%
280
1697
$13K ﹤0.01%
15
-10
1698
$13K ﹤0.01%
800
1699
$13K ﹤0.01%
520
1700
$13K ﹤0.01%
1,195
66 67
68
69 70