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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
2401
– –
-5,000
2402
– –
-40,300
2403
– –
-32,845
2404
– –
-6,350
2405
– –
-42,950
2406
– –
-51,727
2407
– –
-15,530
2408
– –
-42,125
2409
– –
-56,524
2410
– –
-810
2411
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-10,000
2412
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-2,172
2413
– –
-1,500
2414
– –
-4,430
2415
– –
-2,750
2416
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-2,055
2417
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-9,650
2418
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-3,200
2419
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-2,403
2420
– –
-250
2421
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-2,300
2422
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-450
2423
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-590
2424
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-140,000
2425
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-547
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