Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $25.9B
1-Year Est. Return 23.14%
This Quarter Est. Return
1 Year Est. Return
+23.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.54B
AUM Growth
-$512M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,347
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$12.2M
3
+$9.99M
4
T icon
AT&T
T
+$9.54M
5
PPL icon
PPL Corp
PPL
+$7.01M

Top Sells

1
+$16.3M
2
+$15.8M
3
+$13.2M
4
DHR icon
Danaher
DHR
+$6.72M
5
BAX icon
Baxter International
BAX
+$5.47M

Sector Composition

1 Financials 15%
2 Healthcare 14.24%
3 Technology 13.91%
4 Industrials 10.44%
5 Consumer Discretionary 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4.79M 0.07%
49,290
+15,740
277
$4.78M 0.07%
198,711
+72,400
278
$4.76M 0.07%
217,480
+111,120
279
$4.76M 0.07%
41,393
+11,050
280
$4.76M 0.07%
108,661
-8,770
281
$4.75M 0.07%
39,022
+11,240
282
$4.75M 0.07%
71,925
283
$4.69M 0.07%
108,905
+27,500
284
$4.68M 0.07%
16,410
-1,400
285
$4.68M 0.07%
115,903
+7,000
286
$4.66M 0.07%
139,221
-163,478
287
$4.61M 0.07%
93,431
+409
288
$4.59M 0.07%
22,246
+627
289
$4.57M 0.07%
112,307
-18
290
$4.52M 0.07%
89,493
-13,500
291
$4.5M 0.07%
25,960
+300
292
$4.49M 0.07%
83,640
293
$4.47M 0.07%
100,500
-44,700
294
$4.47M 0.07%
32,195
-1,000
295
$4.46M 0.07%
69,905
+2,498
296
$4.46M 0.07%
84,696
+3,368
297
$4.45M 0.07%
56,030
-10,800
298
$4.43M 0.07%
37,463
+2,000
299
$4.43M 0.07%
132,400
-10,000
300
$4.42M 0.07%
44,968
-100
10 11
12
13 14