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
1976
$2K ﹤0.01%
1,070
1977
$2K ﹤0.01%
600
-72,200
1978
$2K ﹤0.01%
140
1979
$2K ﹤0.01%
260
1980
$2K ﹤0.01%
655
+295
1981
$2K ﹤0.01%
17
1982
$2K ﹤0.01%
47
1983
$2K ﹤0.01%
100
1984
$2K ﹤0.01%
65
1985
$2K ﹤0.01%
820
1986
$2K ﹤0.01%
200
1987
$2K ﹤0.01%
130
1988
$2K ﹤0.01%
73
1989
$2K ﹤0.01%
300
1990
$2K ﹤0.01%
2
1991
$2K ﹤0.01%
21
1992
$2K ﹤0.01%
80
1993
$2K ﹤0.01%
105
1994
$2K ﹤0.01%
15
1995
$2K ﹤0.01%
280
1996
$2K ﹤0.01%
21
1997
$2K ﹤0.01%
1,660
1998
$2K ﹤0.01%
275
1999
$2K ﹤0.01%
122
-2,620
2000
$1K ﹤0.01%
280
78 79
80
81 82