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
$16.9B
AUM Growth
+$992M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,100
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$44.7M
3
+$41.1M
4
VZ icon
Verizon
VZ
+$40.3M
5
CSCO icon
Cisco
CSCO
+$30.5M

Top Sells

1
+$74.5M
2
+$47.6M
3
+$46.5M
4
FTAI icon
FTAI Aviation
FTAI
+$31.8M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$27.5M

Sector Composition

1 Technology 29.41%
2 Financials 11.91%
3 Healthcare 11.32%
4 Communication Services 9.72%
5 Consumer Discretionary 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$12.1M 0.07%
63,262
-500
252
$12.1M 0.07%
40,606
-2,535
253
$12.1M 0.07%
116,259
-2,806
254
$12M 0.07%
67,337
-3,075
255
$12M 0.07%
353,631
-60,334
256
$12M 0.07%
264,691
+200
257
$11.9M 0.07%
281,244
-15,478
258
$11.7M 0.07%
140,153
+18,569
259
$11.7M 0.07%
41,672
+14,003
260
$11.6M 0.07%
131,649
-2,523
261
$11.6M 0.07%
164,322
+1,205
262
$11.4M 0.07%
337,011
-81,434
263
$11.4M 0.07%
92,822
+5,100
264
$11.3M 0.07%
56,794
-864
265
$11.3M 0.07%
70,610
-7,498
266
$11M 0.07%
25,639
-5,879
267
$10.9M 0.06%
98,389
+16,820
268
$10.8M 0.06%
132,988
-19,722
269
$10.7M 0.06%
18,331
-5,915
270
$10.6M 0.06%
107,908
+1,020
271
$10.5M 0.06%
29,230
-180
272
$10.5M 0.06%
508,903
-1,170
273
$10.5M 0.06%
41,002
-16,973
274
$10.4M 0.06%
229,688
+39,389
275
$10.4M 0.06%
253,025
+7,700
9 10
11
12 13