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
301
$9.4M 0.06%
404,650
-42,360
302
$9.35M 0.06%
39,306
-2,285
303
$9.35M 0.06%
251,320
+11,920
304
$9.33M 0.06%
91,088
-2,170
305
$9.31M 0.06%
43,137
+1,825
306
$9.27M 0.05%
74,444
-59,500
307
$9.22M 0.05%
45,907
+100
308
$9.1M 0.05%
115,102
-7,106
309
$9.01M 0.05%
18,320
-220
310
$8.97M 0.05%
27,665
+493
311
$8.95M 0.05%
115,389
-26,248
312
$8.94M 0.05%
220,545
+70,412
313
$8.91M 0.05%
65,966
+97
314
$8.9M 0.05%
153,010
+12,025
315
$8.87M 0.05%
23,946
+170
316
$8.83M 0.05%
67,627
+10,337
317
$8.59M 0.05%
875
+10
318
$8.43M 0.05%
203,000
319
$8.42M 0.05%
120,474
-548
320
$8.33M 0.05%
91,484
+38,286
321
$8.27M 0.05%
43,145
+1,134
322
$8.19M 0.05%
169,157
+6,712
323
$8.17M 0.05%
28,264
324
$8.16M 0.05%
22,779
+870
325
$8.03M 0.05%
64,408
-5,314
11 12
13
14 15