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 9.81%
5 Consumer Discretionary 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1826
$8K ﹤0.01%
831
1827
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700
1828
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1829
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1830
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510
1831
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42
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+440
1833
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1834
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1,200
+500
1835
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1837
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1839
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2,018
+913
1840
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1841
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+450
1842
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1,359
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1843
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1844
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1845
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1846
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1847
$7K ﹤0.01%
+200
1848
$7K ﹤0.01%
980
1849
$7K ﹤0.01%
210
1850
$7K ﹤0.01%
2,700