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
$8.51B
AUM Growth
+$91.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,915
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$12M
3
+$6.52M
4
MDT icon
Medtronic
MDT
+$4.28M
5
ORCL icon
Oracle
ORCL
+$3.82M

Top Sells

1
+$14.9M
2
+$10.9M
3
+$7.8M
4
PG icon
Procter & Gamble
PG
+$4.94M
5
HPE icon
Hewlett Packard
HPE
+$3.99M

Sector Composition

1 Financials 15.45%
2 Technology 15.44%
3 Healthcare 13.85%
4 Industrials 10.84%
5 Communication Services 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3.16M 0.04%
51,340
-300
452
$3.16M 0.04%
22,000
453
$3.15M 0.04%
30,750
-11,680
454
$3.13M 0.04%
51,164
455
$3.11M 0.04%
55,600
456
$3.11M 0.04%
39,030
-300
457
$3.1M 0.04%
42,560
-400
458
$3.09M 0.04%
39,735
459
$3.09M 0.04%
13,850
+10,000
460
$3.07M 0.04%
40,830
-28,970
461
$3.07M 0.04%
161,820
+10,000
462
$3.07M 0.04%
33,620
463
$3.06M 0.04%
52,400
+300
464
$3.06M 0.04%
89,067
-150
465
$3.05M 0.04%
24,320
-800
466
$3.04M 0.04%
24,510
-1,000
467
$3.02M 0.04%
160,761
-8,996
468
$3.01M 0.04%
96,000
-17,100
469
$3.01M 0.04%
23,910
-5,050
470
$3.01M 0.04%
220,129
-1,012
471
$3M 0.04%
77,030
472
$3M 0.04%
42,100
+31,940
473
$2.99M 0.04%
24,914
+4,650
474
$2.98M 0.04%
91,500
-1,000
475
$2.97M 0.03%
36,136
-24,689
17 18
19
20 21