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
2951
$20 ﹤0.01%
7
2952
$19 ﹤0.01%
+19
2953
$18 ﹤0.01%
9
-188
2954
$17 ﹤0.01%
+8
2955
$10 ﹤0.01%
+1
2956
$7 ﹤0.01%
3
-9,330
2957
– –
0
2958
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-127
2959
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-73
2960
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-2,309
2961
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-717
2962
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-1,228
2963
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2964
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-41,360
2965
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2966
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2967
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-1
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-38,235
2969
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-533
2970
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-15,788
2971
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-20,278
2972
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2973
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2974
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-5
2975
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-45
117 118
119
120 121