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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
$16M
AUM Growth
+$261K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,439
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$16.5M
3
+$11.6M
4
ALSN icon
Allison Transmission
ALSN
+$9.13M
5
CAT icon
Caterpillar
CAT
+$7.88M

Top Sells

1
+$78.4M
2
+$53.7M
3
+$24.3M
4
META icon
Meta Platforms (Facebook)
META
+$23.3M
5
JNJ icon
Johnson & Johnson
JNJ
+$21.9M

Sector Composition

1 Technology 19.95%
2 Healthcare 11.86%
3 Financials 11.67%
4 Consumer Discretionary 9.16%
5 Communication Services 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2301
$2 ﹤0.01%
96
2302
$2 ﹤0.01%
20
2303
$2 ﹤0.01%
28
2304
$2 ﹤0.01%
400
+100
2305
$2 ﹤0.01%
61
2306
$2 ﹤0.01%
105
2307
$1 ﹤0.01%
60
2308
$1 ﹤0.01%
20
2309
$1 ﹤0.01%
10
2310
$1 ﹤0.01%
39
2311
– –
-4,900
2312
– –
-800
2313
$0 ﹤0.01%
10
-550
2314
– –
-705
2315
$0 ﹤0.01%
6
-20
2316
– –
-1,100
2317
– –
-713
2318
– –
-4,200
2319
– –
-8,600
2320
– –
-2,455
2321
– –
-3,000
2322
– –
-2,300
2323
– –
-3,700
2324
– –
-6,300
2325
– –
-2,600
91 92
93
94 95