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
1926
$4K ﹤0.01%
465
1927
$4K ﹤0.01%
+200
1928
$4K ﹤0.01%
480
1929
$4K ﹤0.01%
+118
1930
$4K ﹤0.01%
100
1931
$4K ﹤0.01%
20
1932
$4K ﹤0.01%
500
1933
$4K ﹤0.01%
450
1934
$4K ﹤0.01%
150
1935
$4K ﹤0.01%
630
-11,400
1936
$4K ﹤0.01%
1,195
1937
$4K ﹤0.01%
61
1938
$4K ﹤0.01%
145
1939
$4K ﹤0.01%
375
1940
$4K ﹤0.01%
92
+14
1941
$4K ﹤0.01%
85
-4,000
1942
$3K ﹤0.01%
44
1943
$3K ﹤0.01%
16
1944
$3K ﹤0.01%
1,180
1945
$3K ﹤0.01%
320
1946
$3K ﹤0.01%
440
1947
$3K ﹤0.01%
260
1948
$3K ﹤0.01%
650
1949
$3K ﹤0.01%
110
-2
1950
$3K ﹤0.01%
50
76 77
78
79 80