We are live on ! Find out more
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
$15.8M
AUM Growth
-$15.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,350
New
Increased
Reduced
Closed

Top Buys

1
+$30.1M
2
+$14.2M
3
+$10.8M
4
ABT icon
Abbott
ABT
+$9.7M
5
SYF icon
Synchrony
SYF
+$9.15M

Top Sells

1
+$98.2M
2
+$55.3M
3
+$41.8M
4
GD icon
General Dynamics
GD
+$40.9M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$40M

Sector Composition

1 Technology 19.82%
2 Financials 11.96%
3 Healthcare 11.94%
4 Consumer Discretionary 9.09%
5 Industrials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2301
– –
-25,700
2302
$0 ﹤0.01%
10
2303
$0 ﹤0.01%
10
2304
$0 ﹤0.01%
5
2305
– –
-4,651
2306
– –
-20
2307
$0 ﹤0.01%
10
2308
$0 ﹤0.01%
1
2309
– –
-3,100
2310
– –
-1,815
2311
– –
-33,968
2312
– –
-10,000
2313
– –
-9,000
2314
$0 ﹤0.01%
20
2315
$0 ﹤0.01%
20
2316
$0 ﹤0.01%
25
2317
– –
-5,700
2318
$0 ﹤0.01%
10
2319
– –
-154,500
2320
– –
-1,250
2321
– –
-300
2322
– –
-120,000
2323
– –
-66
2324
– –
-600
2325
– –
-320
90 91 92
93
94