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
476
$2.96M 0.03%
59,375
-536
477
$2.95M 0.03%
66,339
-3,532
478
$2.94M 0.03%
+124,188
479
$2.93M 0.03%
14,800
-155
480
$2.91M 0.03%
58,957
-67,140
481
$2.91M 0.03%
75,630
482
$2.9M 0.03%
26,455
-500
483
$2.9M 0.03%
43,910
-48,704
484
$2.9M 0.03%
17,420
485
$2.89M 0.03%
77,820
-12,480
486
$2.89M 0.03%
119,920
-1,700
487
$2.88M 0.03%
44,592
+100
488
$2.87M 0.03%
165,523
-7,839
489
$2.86M 0.03%
89,961
-22,800
490
$2.86M 0.03%
59,600
+800
491
$2.85M 0.03%
76,620
492
$2.83M 0.03%
53,300
493
$2.83M 0.03%
30,990
-44
494
$2.83M 0.03%
51,676
+800
495
$2.79M 0.03%
31,225
-1,500
496
$2.77M 0.03%
69,880
497
$2.77M 0.03%
26,500
498
$2.75M 0.03%
27,180
-5,700
499
$2.73M 0.03%
28,200
-6,500
500
$2.73M 0.03%
36,858
-80
18 19
20
21 22