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
$6.54B
AUM Growth
-$512M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,347
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$12.2M
3
+$9.99M
4
T icon
AT&T
T
+$9.54M
5
PPL icon
PPL Corp
PPL
+$7.01M

Top Sells

1
+$16.3M
2
+$15.8M
3
+$13.2M
4
DHR icon
Danaher
DHR
+$6.72M
5
BAX icon
Baxter International
BAX
+$5.47M

Sector Composition

1 Financials 15%
2 Healthcare 14.24%
3 Technology 13.91%
4 Industrials 10.44%
5 Consumer Discretionary 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.38M 0.04%
39,900
477
$2.37M 0.04%
39,450
+700
478
$2.37M 0.04%
84,701
+11,121
479
$2.37M 0.04%
38,367
+5,000
480
$2.36M 0.04%
66,059
-4,592
481
$2.35M 0.04%
66,730
+19,000
482
$2.35M 0.04%
57,872
-2,340
483
$2.34M 0.04%
38,065
484
$2.33M 0.04%
47,400
-5,630
485
$2.33M 0.04%
100,350
+12,500
486
$2.32M 0.04%
17,000
487
$2.32M 0.04%
41,920
488
$2.32M 0.04%
105,300
+30,100
489
$2.31M 0.04%
86,400
490
$2.29M 0.04%
53,970
+15,519
491
$2.29M 0.04%
32,000
-400
492
$2.28M 0.03%
26,100
493
$2.27M 0.03%
109,800
494
$2.26M 0.03%
40,675
495
$2.26M 0.03%
67,330
+5,300
496
$2.26M 0.03%
42,800
497
$2.25M 0.03%
10,510
+4,010
498
$2.25M 0.03%
53,720
499
$2.23M 0.03%
39,500
-1,700
500
$2.23M 0.03%
74,477
+400
18 19
20
21 22