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Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $27B
1-Year Est. Return 24.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.49%
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
2001
$1K ﹤0.01%
225
2002
– –
0
2003
– –
0
2004
$1K ﹤0.01%
200
2005
$1K ﹤0.01%
60
+10
2006
$1K ﹤0.01%
271
+121
2007
$1K ﹤0.01%
159
2008
$1K ﹤0.01%
3
2009
$1K ﹤0.01%
220
2010
$1K ﹤0.01%
58
2011
$1K ﹤0.01%
280
2012
$1K ﹤0.01%
490
2013
$1K ﹤0.01%
110
2014
$1K ﹤0.01%
16
-3
2015
$1K ﹤0.01%
831
+376
2016
$1K ﹤0.01%
140
-14,180
2017
$1K ﹤0.01%
20
2018
$1K ﹤0.01%
13
+6
2019
$1K ﹤0.01%
400
2020
$1K ﹤0.01%
159
+74
2021
$0 ﹤0.01%
7
2022
– –
-30,034
2023
– –
-8,000
2024
– –
-48,599
2025
– –
-2,354
79 80
81
82 83