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
1701
$13K ﹤0.01%
700
1702
$13K ﹤0.01%
7,000
1703
$13K ﹤0.01%
415
1704
$12K ﹤0.01%
400
1705
$12K ﹤0.01%
275
1706
$12K ﹤0.01%
670
1707
$12K ﹤0.01%
270
1708
$12K ﹤0.01%
730
1709
$12K ﹤0.01%
+460
1710
$12K ﹤0.01%
740
1711
$12K ﹤0.01%
710
1712
$12K ﹤0.01%
130
1713
$12K ﹤0.01%
830
1714
$12K ﹤0.01%
490
1715
$12K ﹤0.01%
250
1716
$12K ﹤0.01%
150
1717
$12K ﹤0.01%
270
1718
$12K ﹤0.01%
460
1719
$12K ﹤0.01%
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1720
$12K ﹤0.01%
597
1721
$11K ﹤0.01%
140
1722
$11K ﹤0.01%
310
1723
$11K ﹤0.01%
563
1724
$11K ﹤0.01%
125
1725
$11K ﹤0.01%
550