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
26
$49.5M 0.69%
593,855
-5,950
27
$48.1M 0.67%
1,887,543
+61,800
28
$47.6M 0.67%
510,965
+450
29
$47.6M 0.67%
1,242,382
-23,869
30
$47M 0.66%
334,712
-1,080
31
$46.4M 0.65%
506,289
-12,200
32
$44.2M 0.62%
577,604
+1,100
33
$43.2M 0.61%
577,677
-4,900
34
$42.2M 0.59%
414,516
-2,350
35
$40.7M 0.57%
514,389
+38,750
36
$39.5M 0.55%
457,700
-14,600
37
$39.4M 0.55%
494,600
-1,850
38
$39.1M 0.55%
361,106
+2,200
39
$37.4M 0.52%
427,269
-5,320
40
$37.2M 0.52%
755,000
41
$34.5M 0.48%
750,083
-34,400
42
$34.3M 0.48%
670,323
+20,830
43
$34.2M 0.48%
641,848
-7,800
44
$34M 0.48%
2,111,800
+5,000
45
$33.8M 0.47%
285,455
-1,196
46
$32.8M 0.46%
568,211
-4,600
47
$32.5M 0.46%
489,347
-6,626
48
$32.3M 0.45%
777,000
49
$32.2M 0.45%
97,338
+2,000
50
$30.8M 0.43%
334,790
-521
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