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
$7.13B
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,345
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$6.09M
3
+$3.24M
4
META icon
Meta Platforms (Facebook)
META
+$3.06M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.69M

Top Sells

1
+$18.9M
2
+$9.04M
3
+$8.83M
4
FRX
FOREST LABORATORIES INC
FRX
+$8.03M
5
AAPL icon
Apple
AAPL
+$4.52M

Sector Composition

1 Technology 14.37%
2 Financials 14.2%
3 Healthcare 13.83%
4 Industrials 10.46%
5 Energy 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$4.01M 0.06%
41,678
+2,200
327
$4.01M 0.06%
60,001
-50
328
$3.99M 0.06%
118,676
-2,778
329
$3.96M 0.06%
65,873
-500
330
$3.95M 0.06%
83,177
-19,500
331
$3.95M 0.06%
40,170
-100
332
$3.94M 0.06%
63,348
-230
333
$3.94M 0.06%
19,873
-125
334
$3.93M 0.06%
110,145
-750
335
$3.92M 0.05%
94,140
+6,600
336
$3.91M 0.05%
389,765
337
$3.91M 0.05%
58,140
338
$3.9M 0.05%
32,915
-2,145
339
$3.9M 0.05%
69,800
-3,250
340
$3.9M 0.05%
604,800
+280,000
341
$3.89M 0.05%
78,496
-1,153
342
$3.85M 0.05%
108,116
+22,200
343
$3.84M 0.05%
63,036
-1,900
344
$3.84M 0.05%
235,058
-2,375
345
$3.84M 0.05%
32,948
346
$3.83M 0.05%
77,840
+3,000
347
$3.82M 0.05%
86,600
348
$3.8M 0.05%
160,778
+40,200
349
$3.78M 0.05%
39,627
-300
350
$3.77M 0.05%
54,550
-300
12 13
14
15 16