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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
$10.3B
AUM Growth
+$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,082
New
Increased
Reduced
Closed

Top Buys

1
+$63.7M
2
+$26.3M
3
+$10.1M
4
FOXA icon
Fox Class A
FOXA
+$9.39M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$8.79M

Top Sells

1
+$40.3M
2
+$35.2M
3
+$5.51M
4
XOM icon
Exxon Mobil
XOM
+$5.08M
5
BAC icon
Bank of America
BAC
+$4.85M

Sector Composition

1 Technology 17.48%
2 Healthcare 15.19%
3 Financials 14.46%
4 Industrials 9.83%
5 Consumer Discretionary 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
– –
-250
2052
– –
-60,100
2053
– –
-380
2054
– –
-120
2055
– –
-20,415
2056
– –
-2,400
2057
– –
-31,900
2058
– –
-60,320
2059
– –
-270
2060
– –
-23,580
2061
– –
-240
2062
– –
-6,770
2063
– –
-390
2064
– –
-470
2065
– –
-17,300
2066
– –
-1,000
2067
$0 ﹤0.01%
147
2068
– –
-5,482
2069
$0 ﹤0.01%
200
2070
– –
-4,642
2071
– –
-24,688
2072
– –
-23,545
2073
– –
-45,900
2074
– –
-290
2075
– –
-540,197
80 81 82
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