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
1876
$6K ﹤0.01%
210
1877
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1878
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1879
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1880
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1881
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1882
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1883
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5,000
+3,055
1884
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1885
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1886
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1887
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1888
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125
+4
1889
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1890
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1891
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1892
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1893
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1894
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1895
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1896
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1897
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+200
1898
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300
-3,400
1899
$5K ﹤0.01%
270
1900
$5K ﹤0.01%
450