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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
2051
– –
-8,700
2052
– –
-480
2053
– –
-17,500
2054
– –
-105
2055
– –
-1,300
2056
– –
-4,241
2057
$0 ﹤0.01%
210
2058
– –
-18,500
2059
$0 ﹤0.01%
540
2060
$0 ﹤0.01%
83
2061
– –
-2,519
2062
– –
-4,380
2063
– –
-1,490
2064
– –
-2,055
2065
– –
-29,600
2066
– –
-1,190
2067
– –
-108,040
2068
– –
-29,750
2069
– –
-250
2070
– –
-520
2071
– –
-11,630
2072
– –
-2,300
2073
$0 ﹤0.01%
147
2074
– –
-2,000
2075
$0 ﹤0.01%
200
80 81 82
83
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