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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
1701
$112 ﹤0.01%
5,700
1702
$112 ﹤0.01%
4,600
1703
$112 ﹤0.01%
2,270
1704
$112 ﹤0.01%
3,900
1705
$112 ﹤0.01%
2,485
1706
$111 ﹤0.01%
7,500
1707
$111 ﹤0.01%
2,300
1708
$111 ﹤0.01%
8,030
1709
$111 ﹤0.01%
6,850
1710
$110 ﹤0.01%
547
-33
1711
$110 ﹤0.01%
1,500
1712
$110 ﹤0.01%
4,800
1713
$109 ﹤0.01%
990
1714
$109 ﹤0.01%
2,130
1715
$109 ﹤0.01%
1,146
+320
1716
$108 ﹤0.01%
1,650
1717
$108 ﹤0.01%
3,250
-2,500
1718
$108 ﹤0.01%
4,400
1719
$107 ﹤0.01%
9,225
1720
$107 ﹤0.01%
3,750
1721
$106 ﹤0.01%
1,050
1722
$106 ﹤0.01%
3,500
+500
1723
$105 ﹤0.01%
1,600
1724
$105 ﹤0.01%
2,500
1725
$105 ﹤0.01%
2,400
67 68
69
70 71