Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.8B
AUM Growth
+$89.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,833
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.91M
3
+$7.03M
4
VZ icon
Verizon
VZ
+$6.99M
5
GEHC icon
GE HealthCare
GEHC
+$6.42M

Top Sells

1
+$87.9M
2
+$69.9M
3
+$49.2M
4
BIDU icon
Baidu
BIDU
+$28.5M
5
CCI icon
Crown Castle
CCI
+$28.5M

Sector Composition

1 Technology 23.54%
2 Healthcare 12.75%
3 Financials 11.59%
4 Consumer Discretionary 9.05%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$1K ﹤0.01%
46
2477
$1K ﹤0.01%
25
+10
2478
$1K ﹤0.01%
144
+7
2479
$1K ﹤0.01%
23
2480
$1K ﹤0.01%
15
-6
2481
$1K ﹤0.01%
74
2482
$1K ﹤0.01%
73
2483
$1K ﹤0.01%
24
2484
$1K ﹤0.01%
42
2485
$1K ﹤0.01%
14
2486
$1K ﹤0.01%
37
-5
2487
$1K ﹤0.01%
7
2488
$1K ﹤0.01%
60
+31
2489
$1K ﹤0.01%
32
2490
$1K ﹤0.01%
16
-700
2491
$1K ﹤0.01%
28
2492
$1K ﹤0.01%
75
-21
2493
– –
-124,000
2494
– –
-3,400
2495
– –
-413,000
2496
– –
-966,000
2497
– –
-7,850
2498
– –
-365,412
2499
$0 ﹤0.01%
6
-6
2500
$0 ﹤0.01%
19
98 99
100
101 102