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
26
$100M 0.59%
588,928
-14,333
27
$92.6M 0.55%
809,874
+98,057
28
$88M 0.52%
2,217,728
-80,278
29
$87.1M 0.52%
140,708
+8,180
30
$84M 0.5%
19,941
+1,174
31
$83.2M 0.49%
1,149,209
+107,374
32
$80.2M 0.47%
388,058
+22,025
33
$77.6M 0.46%
149,819
-987
34
$75.3M 0.45%
459,135
-2,358
35
$74.4M 0.44%
119,772
+13,945
36
$74.4M 0.44%
274,192
+9,471
37
$72.4M 0.43%
425,712
+56,539
38
$71.1M 0.42%
1,701,044
+262,872
39
$70.7M 0.42%
232,093
+11,224
40
$70.6M 0.42%
415,198
+28,043
41
$68.8M 0.41%
467,131
-34,617
42
$68.2M 0.4%
245,083
+53,065
43
$67.8M 0.4%
704,887
+127,859
44
$65.4M 0.39%
532,781
+143,485
45
$64.7M 0.38%
1,126,893
46
$64.7M 0.38%
512,300
-61,117
47
$64.6M 0.38%
165,047
+3,922
48
$62.2M 0.37%
267,301
-3,972
49
$61.5M 0.36%
539,312
+40,715
50
$59.8M 0.35%
169,118
-1,585
1
2
3 4 5