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
501
$2.71M 0.03%
105,850
+3,000
502
$2.71M 0.03%
54,307
-5,252
503
$2.71M 0.03%
31,000
-2,200
504
$2.71M 0.03%
31,120
505
$2.7M 0.03%
108,069
-23,925
506
$2.7M 0.03%
79,220
+350
507
$2.68M 0.03%
56,818
+3,879
508
$2.67M 0.03%
48,820
-6,180
509
$2.64M 0.03%
144,921
-21,600
510
$2.64M 0.03%
74,040
511
$2.62M 0.03%
39,948
-500
512
$2.6M 0.03%
53,775
-13,400
513
$2.58M 0.03%
66,826
-18,500
514
$2.58M 0.03%
56,540
515
$2.57M 0.03%
24,700
-1,500
516
$2.56M 0.03%
29,950
+1,500
517
$2.56M 0.03%
308,300
-65,000
518
$2.54M 0.03%
45,560
+6,150
519
$2.53M 0.03%
11,947
+30
520
$2.53M 0.03%
32,200
521
$2.52M 0.03%
36,105
-6,460
522
$2.5M 0.03%
55,820
-30,782
523
$2.5M 0.03%
57,932
-400
524
$2.5M 0.03%
49,200
525
$2.49M 0.03%
39,740
+200
19 20
21
22 23