Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.94%
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
1901
$5K ﹤0.01%
+200
1902
$5K ﹤0.01%
300
-3,400
1903
$5K ﹤0.01%
270
1904
$5K ﹤0.01%
450
1905
$5K ﹤0.01%
820
1906
$5K ﹤0.01%
270
1907
$5K ﹤0.01%
570
1908
$5K ﹤0.01%
700
1909
$5K ﹤0.01%
336
+60
1910
$5K ﹤0.01%
200
1911
$5K ﹤0.01%
+56
1912
$5K ﹤0.01%
1,120
1913
$5K ﹤0.01%
390
1914
$5K ﹤0.01%
4,100
1915
$5K ﹤0.01%
240
1916
$5K ﹤0.01%
1,980
1917
$5K ﹤0.01%
550
-1,200
1918
$4K ﹤0.01%
465
1919
$4K ﹤0.01%
+200
1920
$4K ﹤0.01%
570
1921
$4K ﹤0.01%
100
1922
$4K ﹤0.01%
930
-10,000
1923
$4K ﹤0.01%
457
1924
$4K ﹤0.01%
100
1925
$4K ﹤0.01%
2,190
75 76
77
78 79