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
1951
$3K ﹤0.01%
255
-19,700
1952
$3K ﹤0.01%
62
1953
$3K ﹤0.01%
400
-29,600
1954
$3K ﹤0.01%
560
1955
$3K ﹤0.01%
1,810
1956
$3K ﹤0.01%
165
1957
$3K ﹤0.01%
430
1958
$3K ﹤0.01%
1,600
1959
$3K ﹤0.01%
200
1960
$3K ﹤0.01%
270
-500
1961
$3K ﹤0.01%
320
1962
$3K ﹤0.01%
340
1963
$3K ﹤0.01%
360
1964
$3K ﹤0.01%
1,850
1965
$3K ﹤0.01%
375
-10,500
1966
$3K ﹤0.01%
675
+165
1967
$3K ﹤0.01%
96
-34
1968
$3K ﹤0.01%
55
1969
$2K ﹤0.01%
+300
1970
$2K ﹤0.01%
378
1971
$2K ﹤0.01%
325
1972
$2K ﹤0.01%
7
1973
$2K ﹤0.01%
54
-63
1974
$2K ﹤0.01%
600
1975
$2K ﹤0.01%
200
77 78
79
80 81